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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 | $50,622 | $102,609-50.7% | $98,090-48.4% | $138,895-63.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 18.53% | 36.44%-17.9pp | 37.05%-18.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,108 | $3,867-45.5% | $3,606-41.5% | $4,194-49.7% |
| Participant deferral / active EE | $2,147 | $8,167-73.7% | $7,845-72.6% | $6,396-66.4% |
| Admin fee / account holder | $310 | $11,434-97.3% | $11,815-97.4% | $12,562-97.5% |