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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 | $48,376 | $86,949-44.4% | $102,460-52.8% | $80,959-40.2% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.7%-37.7pp |
| Annual return | 14.16% | 18.89%-4.7pp | 29.47%-15.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,124 | $2,370-52.5% | $3,025-62.8% | $2,757-59.2% |
| Participant deferral / active EE | $1,819 | $4,121-55.9% | $5,056-64.0% | $4,300-57.7% |
| Admin fee / account holder | $862 | $8,048-89.3% | $9,460-90.9% | $6,925-87.5% |