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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 | $45,862 | $80,763-43.2% | $102,412-55.2% | $74,459-38.4% |
| Participation rate | 35.5% | 65.7%-30.2pp | 74.5%-39.0pp | 67.2%-31.8pp |
| Annual return | 11.55% | 27.57%-16.0pp | 24.94%-13.4pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $882 | $3,160-72.1% | $3,870-77.2% | $2,626-66.4% |
| Participant deferral / active EE | $1,015 | $3,862-73.7% | $5,060-79.9% | $4,350-76.7% |
| Admin fee / account holder | $5,021 | $2,371+111.7% | $8,388-40.1% | $1,945+158.2% |