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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,975 | $78,197-45.0% | $98,090-56.2% | $82,637-48.0% |
| Participation rate | 60.0% | 77.5%-17.5pp | 81.5%-21.5pp | 68.1%-8.1pp |
| Annual return | 17.43% | 40.25%-22.8pp | 37.05%-19.6pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,550 | $2,605-40.5% | $3,606-57.0% | $2,552-39.3% |
| Participant deferral / active EE | $2,067 | $6,636-68.9% | $7,845-73.7% | $4,126-49.9% |
| Admin fee / account holder | $5,365 | $14,832-63.8% | $11,815-54.6% | $7,339-26.9% |