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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 | $87,491 | $117,829-25.7% | $102,423-14.6% | $145,877-40.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.28% | 31.83%-20.6pp | 29.42%-18.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,240 | $3,615-65.7% | $3,023-59.0% | $4,663-73.4% |
| Participant deferral / active EE | $1,747 | $5,732-69.5% | $5,054-65.4% | $6,691-73.9% |
| Admin fee / account holder | $408 | $13,335-96.9% | $9,455-95.7% | $13,402-97.0% |