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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 | $103,082 | $102,422+0.6% | $147,117-29.9% | $80,959+27.3% |
| Participation rate | 46.8% | 75.9%-29.1pp | 82.2%-35.4pp | 67.7%-20.9pp |
| Annual return | 12.13% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,260 | $3,717-66.1% | $4,932-74.5% | $2,757-54.3% |
| Participant deferral / active EE | $2,515 | $6,652-62.2% | $8,065-68.8% | $4,300-41.5% |
| Admin fee / account holder | $1,447 | $7,953-81.8% | $12,993-88.9% | $6,925-79.1% |