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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 | $33,889 | $93,598-63.8% | $135,974-75.1% | $75,173-54.9% |
| Participation rate | 54.5% | 75.2%-20.6pp | 81.9%-27.4pp | 67.2%-12.7pp |
| Annual return | 19.30% | 30.89%-11.6pp | 68.30%-49.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $3,222 | $3,538-8.9% | $4,859-33.7% | $2,671+20.6% |
| Participant deferral / active EE | $1,072 | $6,405-83.3% | $7,760-86.2% | $4,126-74.0% |
| Admin fee / account holder | $1,923 | $6,978-72.4% | $10,767-82.1% | $5,651-66.0% |