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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 | $25,861 | $81,446-68.2% | $103,374-75.0% | $80,874-68.0% |
| Participation rate | 51.4% | 66.9%-15.5pp | 74.5%-23.2pp | 67.6%-16.3pp |
| Annual return | 13.72% | 25.57%-11.8pp | 24.89%-11.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,285 | $3,107+5.7% | $3,869-15.1% | $2,756+19.2% |
| Participant deferral / active EE | $1,373 | $3,870-64.5% | $5,058-72.9% | $4,297-68.1% |
| Admin fee / account holder | $3,199 | $6,715-52.4% | $8,394-61.9% | $6,935-53.9% |