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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 | $36,170 | $95,453-62.1% | $112,040-67.7% | $82,448-56.1% |
| Participation rate | 38.6% | 72.8%-34.1pp | 76.5%-37.9pp | 68.1%-29.4pp |
| Annual return | 17.03% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $912 | $2,318-60.7% | $2,954-69.1% | $2,551-64.2% |
| Participant deferral / active EE | $1,601 | $4,224-62.1% | $5,098-68.6% | $4,139-61.3% |
| Admin fee / account holder | $2,997 | $9,013-66.8% | $12,098-75.2% | $7,234-58.6% |