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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 | $53,684 | $93,598-42.6% | $135,974-60.5% | $75,173-28.6% |
| Participation rate | 38.1% | 75.2%-37.1pp | 81.9%-43.8pp | 67.2%-29.1pp |
| Annual return | 22.11% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $1,176 | $3,538-66.7% | $4,859-75.8% | $2,671-56.0% |
| Participant deferral / active EE | $2,028 | $6,405-68.3% | $7,760-73.9% | $4,126-50.8% |
| Admin fee / account holder | $4,189 | $6,978-40.0% | $10,767-61.1% | $5,651-25.9% |