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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 | $77,465 | $94,315-17.9% | $239,403-67.6% | $116,462-33.5% |
| Participation rate | 55.6% | 71.7%-16.1pp | 82.2%-26.6pp | 74.7%-19.1pp |
| Annual return | 11.69% | 19.05%-7.4pp | 3.34%+8.4pp | 15.65%-4.0pp |
| Employer contribution / active EE | $790 | $1,745-54.7% | $4,656-83.0% | $3,231-75.6% |
| Participant deferral / active EE | $1,385 | $2,870-51.8% | $4,239-67.3% | $3,836-63.9% |
| Admin fee / account holder | $26,511 | $9,071+192.3% | $21,121+25.5% | $12,754+107.9% |