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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 | $20,648 | $61,816-66.6% | $97,260-78.8% | $80,935-74.5% |
| Participation rate | 65.0% | 63.5%+1.5pp | 72.7%-7.7pp | 67.7%-2.7pp |
| Annual return | 11.17% | -558.73%+569.9pp | 75.54%-64.4pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,667 | $1,836-9.2% | $2,721-38.8% | $2,757-39.5% |
| Participant deferral / active EE | $561 | $3,027-81.5% | $4,262-86.8% | $4,299-87.0% |
| Admin fee / account holder | $1,008 | $5,166-80.5% | $5,640-82.1% | $6,924-85.4% |