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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 | $45,843 | $88,672-48.3% | $105,223-56.4% | $82,448-44.4% |
| Participation rate | 61.0% | 67.9%-6.9pp | 75.0%-14.1pp | 68.1%-7.1pp |
| Annual return | 17.57% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $7,168 | $3,048+135.2% | $3,689+94.3% | $2,551+181.0% |
| Participant deferral / active EE | $792 | $4,036-80.4% | $5,072-84.4% | $4,139-80.9% |
| Admin fee / account holder | $11,511 | $7,146+61.1% | $8,859+29.9% | $7,234+59.1% |