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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 | $63,770 | $80,748-21.0% | $102,383-37.7% | $74,429-14.3% |
| Participation rate | 30.8% | 65.7%-34.9pp | 74.5%-43.7pp | 67.2%-36.4pp |
| Annual return | 24.46% | 27.57%-3.1pp | 24.94%-0.5pp | 1368.38%-1343.9pp |
| Employer contribution / active EE | $1,095 | $3,159-65.3% | $3,870-71.7% | $2,625-58.3% |
| Participant deferral / active EE | $1,571 | $3,861-59.3% | $5,060-68.9% | $4,348-63.9% |
| Admin fee / account holder | $4,929 | $2,371+107.9% | $8,391-41.3% | $1,944+153.5% |