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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 | $55,677 | $93,617-40.5% | $135,982-59.1% | $75,177-25.9% |
| Participation rate | 21.5% | 75.2%-53.7pp | 81.9%-60.4pp | 67.2%-45.7pp |
| Annual return | 15.39% | 30.89%-15.5pp | 68.32%-52.9pp | 160.75%-145.4pp |
| Employer contribution / active EE | $870 | $3,538-75.4% | $4,859-82.1% | $2,671-67.4% |
| Participant deferral / active EE | $2,057 | $6,406-67.9% | $7,760-73.5% | $4,126-50.1% |
| Admin fee / account holder | $5,421 | $6,980-22.3% | $10,767-49.6% | $5,651-4.1% |