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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 | $80,037 | $79,223+1.0% | $102,460-21.9% | $74,478+7.5% |
| Participation rate | 26.9% | 74.8%-47.8pp | 76.5%-49.6pp | 67.2%-40.3pp |
| Annual return | 27.45% | 54.98%-27.5pp | 29.47%-2.0pp | 1370.56%-1343.1pp |
| Employer contribution / active EE | $760 | $2,363-67.8% | $3,025-74.9% | $2,626-71.1% |
| Participant deferral / active EE | $2,070 | $4,417-53.1% | $5,056-59.1% | $4,350-52.4% |
| Admin fee / account holder | $5,425 | $2,003+170.8% | $9,460-42.7% | $1,946+178.8% |