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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 | $67,268 | $99,875-32.6% | $146,866-54.2% | $86,983-22.7% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.5%-38.1pp | 69.5%-25.1pp |
| Annual return | 14.84% | 28.10%-13.3pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $890 | $3,224-72.4% | $4,425-79.9% | $2,584-65.6% |
| Participant deferral / active EE | $2,193 | $6,322-65.3% | $7,759-71.7% | $4,194-47.7% |
| Admin fee / account holder | $1,118 | $7,838-85.7% | $13,620-91.8% | $7,856-85.8% |