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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 | $49,706 | $80,781-38.5% | $102,437-51.5% | $74,478-33.3% |
| Participation rate | 22.0% | 65.7%-43.6pp | 74.5%-52.5pp | 67.2%-45.2pp |
| Annual return | 16.94% | 27.58%-10.6pp | 24.95%-8.0pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $912 | $3,160-71.1% | $3,871-76.4% | $2,626-65.3% |
| Participant deferral / active EE | $1,592 | $3,862-58.8% | $5,060-68.5% | $4,350-63.4% |
| Admin fee / account holder | $1,829 | $2,372-22.9% | $8,388-78.2% | $1,946-6.0% |