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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 | $32,354 | $76,112-57.5% | $96,534-66.5% | $71,511-54.8% |
| Participation rate | 35.1% | 74.4%-39.3pp | 76.0%-40.9pp | 67.9%-32.9pp |
| Annual return | 22.72% | 22.81%-0.1pp | 25.88%-3.2pp | 28.86%-6.1pp |
| Employer contribution / active EE | $1,010 | $2,248-55.1% | $2,965-65.9% | $2,589-61.0% |
| Participant deferral / active EE | $1,999 | $4,217-52.6% | $4,851-58.8% | $4,291-53.4% |
| Admin fee / account holder | $1,376 | $2,708-49.2% | $8,253-83.3% | $1,588-13.4% |