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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 | $43,580 | $89,367-51.2% | $141,191-69.1% | $72,975-40.3% |
| Participation rate | 69.8% | 75.1%-5.4pp | 82.5%-12.7pp | 69.5%+0.3pp |
| Annual return | 27.18% | 111.87%-84.7pp | 71.41%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $2,125 | $3,115-31.8% | $4,736-55.1% | $2,440-12.9% |
| Participant deferral / active EE | $1,522 | $5,419-71.9% | $6,710-77.3% | $3,608-57.8% |
| Admin fee / account holder | $5,202 | $5,957-12.7% | $10,264-49.3% | $5,124+1.5% |