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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 | $78,268 | $89,364-12.4% | $141,177-44.6% | $72,983+7.2% |
| Participation rate | 64.5% | 75.1%-10.6pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 22.60% | 111.86%-89.3pp | 71.40%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,325 | $3,115-57.5% | $4,736-72.0% | $2,440-45.7% |
| Participant deferral / active EE | $2,055 | $5,419-62.1% | $6,710-69.4% | $3,608-43.0% |
| Admin fee / account holder | $735 | $5,959-87.7% | $10,263-92.8% | $5,124-85.7% |