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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 | $69,047 | $167,415-58.8% | $140,514-50.9% | $198,609-65.2% |
| Participation rate | 60.0% | 80.9%-20.9pp | 77.8%-17.8pp | 82.4%-22.4pp |
| Annual return | 15.32% | 13.85%+1.5pp | 14.36%+1.0pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,226 | $4,088-70.0% | $3,378-63.7% | $5,055-75.7% |
| Participant deferral / active EE | $1,968 | $5,579-64.7% | $4,919-60.0% | $6,977-71.8% |
| Admin fee / account holder | $1,423 | $16,730-91.5% | $13,697-89.6% | $19,030-92.5% |