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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 | $11,395 | $50,082-77.2% | $93,406-87.8% | $79,858-85.7% |
| Participation rate | 62.3% | 60.9%+1.4pp | 66.8%-4.5pp | 69.6%-7.3pp |
| Annual return | 11.93% | 24.59%-12.7pp | 78.05%-66.1pp | 31.72%-19.8pp |
| Employer contribution / active EE | $2,659 | $1,303+104.0% | $2,075+28.1% | $2,471+7.6% |
| Participant deferral / active EE | $686 | $2,212-69.0% | $3,126-78.0% | $3,740-81.7% |
| Admin fee / account holder | $2,778 | $3,454-19.6% | $5,230-46.9% | $5,306-47.7% |