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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 | $89,259-48.6% | $107,187-57.2% | $82,637-44.5% |
| Participation rate | 61.0% | 67.9%-7.0pp | 75.0%-14.0pp | 68.1%-7.1pp |
| Annual return | 17.57% | 21.02%-3.5pp | 204.55%-187.0pp | 53.51%-35.9pp |
| Employer contribution / active EE | $7,168 | $3,080+132.7% | $3,782+89.5% | $2,552+180.9% |
| Participant deferral / active EE | $792 | $4,037-80.4% | $5,096-84.5% | $4,126-80.8% |
| Admin fee / account holder | $11,511 | $7,381+55.9% | $9,162+25.6% | $7,339+56.8% |