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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 | $42,239 | $106,864-60.5% | $147,318-71.3% | $82,637-48.9% |
| Participation rate | 65.6% | 75.5%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 18.97% | 27.49%-8.5pp | 70.43%-51.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,384 | $3,417-59.5% | $4,593-69.9% | $2,552-45.8% |
| Participant deferral / active EE | $2,201 | $6,496-66.1% | $7,906-72.2% | $4,126-46.7% |
| Admin fee / account holder | $3,276 | $8,415-61.1% | $13,708-76.1% | $7,339-55.4% |