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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 | $15,357 | $106,267-85.5% | $96,520-84.1% | $139,456-89.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 23.57% | 38.45%-14.9pp | 35.72%-12.2pp | 373.45%-349.9pp |
| Employer contribution / active EE | $1,116 | $4,105-72.8% | $3,739-70.2% | $4,753-76.5% |
| Participant deferral / active EE | $1,303 | $5,454-76.1% | $4,879-73.3% | $6,711-80.6% |
| Admin fee / account holder | $485 | $7,882-93.8% | $6,733-92.8% | $11,407-95.7% |