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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 | $55,468 | $86,949-36.2% | $102,460-45.9% | $80,959-31.5% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.7%-15.4pp |
| Annual return | 11.14% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,390 | $2,370-41.3% | $3,025-54.0% | $2,757-49.6% |
| Participant deferral / active EE | $1,819 | $4,121-55.9% | $5,056-64.0% | $4,300-57.7% |
| Admin fee / account holder | $402 | $8,048-95.0% | $9,460-95.7% | $6,925-94.2% |