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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 | $57,536 | $83,369-31.0% | $105,223-45.3% | $67,986-15.4% |
| Participation rate | 20.1% | 56.3%-36.2pp | 75.0%-54.9pp | 57.2%-37.1pp |
| Annual return | 17.53% | 24.64%-7.1pp | 180.65%-163.1pp | 31.67%-14.1pp |
| Employer contribution / active EE | $705 | $2,541-72.3% | $3,689-80.9% | $2,019-65.1% |
| Participant deferral / active EE | $1,011 | $3,295-69.3% | $5,072-80.1% | $3,358-69.9% |
| Admin fee / account holder | $3,641 | $4,073-10.6% | $8,859-58.9% | $3,203+13.7% |