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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 | $73,623 | $97,289-24.3% | $92,805-20.7% | $155,188-52.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 14.72% | 29.03%-14.3pp | 31.59%-16.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,019 | $3,632-44.4% | $3,424-41.0% | $4,248-52.5% |
| Participant deferral / active EE | $2,019 | $8,795-77.1% | $8,448-76.1% | $6,531-69.1% |
| Admin fee / account holder | $1,067 | $12,015-91.1% | $10,911-90.2% | $14,480-92.6% |