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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 | $67,254 | $124,213-45.9% | $118,106-43.1% | $154,746-56.5% |
| Participation rate | 57.1% | 83.6%-26.5pp | 81.9%-24.7pp | 80.7%-23.6pp |
| Annual return | 19.71% | 18.29%+1.4pp | 19.44%+0.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,733 | $4,905-44.3% | $4,698-41.8% | $4,379-37.6% |
| Participant deferral / active EE | $2,172 | $6,859-68.3% | $6,619-67.2% | $6,730-67.7% |
| Admin fee / account holder | $1,265 | $9,627-86.9% | $8,973-85.9% | $14,365-91.2% |