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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 | $95,581 | $70,418+35.7% | $96,570-1.0% | $85,847+11.3% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 13.20% | 18.59%-5.4pp | 37.79%-24.6pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,508 | $1,413+77.5% | $2,357+6.4% | $2,565-2.2% |
| Participant deferral / active EE | $962 | $2,894-66.8% | $3,849-75.0% | $3,952-75.7% |
| Admin fee / account holder | $2,824 | $4,995-43.5% | $6,182-54.3% | $6,261-54.9% |