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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 | $51,687 | $111,814-53.8% | $103,374-50.0% | $145,959-64.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 9.33% | 24.77%-15.4pp | 24.89%-15.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,869-63.6% | $4,661-69.7% |
| Participant deferral / active EE | $552 | $5,618-90.2% | $5,058-89.1% | $6,689-91.7% |
| Admin fee / account holder | $5,515 | $9,754-43.5% | $8,394-34.3% | $13,398-58.8% |