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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 | $35,861 | $76,107-52.9% | $96,576-62.9% | $71,495-49.8% |
| Participation rate | 58.4% | 74.4%-16.0pp | 76.0%-17.6pp | 67.9%-9.5pp |
| Annual return | 14.59% | 22.81%-8.2pp | 25.87%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,082 | $2,247-51.8% | $2,965-63.5% | $2,589-58.2% |
| Participant deferral / active EE | $1,835 | $4,218-56.5% | $4,851-62.2% | $4,291-57.2% |
| Admin fee / account holder | $6,562 | $2,708+142.3% | $8,253-20.5% | $1,588+313.3% |