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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 | $41,170 | $101,795-59.6% | $165,100-75.1% | $80,959-49.1% |
| Participation rate | 39.2% | 71.8%-32.6pp | 78.6%-39.4pp | 67.7%-28.5pp |
| Annual return | 14.43% | 16.73%-2.3pp | 70.21%-55.8pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,205 | $2,954-59.2% | $4,348-72.3% | $2,757-56.3% |
| Participant deferral / active EE | $1,865 | $4,476-58.3% | $6,035-69.1% | $4,300-56.6% |
| Admin fee / account holder | $1,054 | $8,221-87.2% | $12,696-91.7% | $6,925-84.8% |