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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 | $63,321 | $162,785-61.1% | $133,959-52.7% | $158,950-60.2% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | 15.31% | 41.94%-26.6pp | 45.09%-29.8pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,809 | $4,975-63.6% | $3,919-53.8% | $4,762-62.0% |
| Participant deferral / active EE | $958 | $5,910-83.8% | $5,047-81.0% | $5,983-84.0% |
| Admin fee / account holder | $410 | $11,738-96.5% | $8,928-95.4% | $11,248-96.4% |