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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 | $80,775 | $111,814-27.8% | $103,378-21.9% | $145,978-44.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.75% | 24.80%-15.0pp | 24.91%-15.2pp | 550.52%-540.8pp |
| Employer contribution / active EE | $10,964 | $4,215+160.1% | $3,870+183.3% | $4,662+135.2% |
| Participant deferral / active EE | $348 | $5,618-93.8% | $5,058-93.1% | $6,690-94.8% |
| Admin fee / account holder | $7,036 | $9,764-27.9% | $8,401-16.2% | $13,400-47.5% |