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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 | $23,260 | $106,749-78.2% | $145,433-84.0% | $82,448-71.8% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 21.35% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,509 | $3,444-56.2% | $4,554-66.9% | $2,551-40.8% |
| Participant deferral / active EE | $2,321 | $6,519-64.4% | $7,897-70.6% | $4,139-43.9% |
| Admin fee / account holder | $1,763 | $8,390-79.0% | $13,129-86.6% | $7,234-75.6% |