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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 | $86,517 | $83,369+3.8% | $105,223-17.8% | $67,986+27.3% |
| Participation rate | 17.9% | 56.3%-38.4pp | 75.0%-57.2pp | 57.2%-39.4pp |
| Annual return | 17.80% | 24.64%-6.8pp | 180.65%-162.9pp | 31.67%-13.9pp |
| Employer contribution / active EE | $800 | $2,541-68.5% | $3,689-78.3% | $2,019-60.4% |
| Participant deferral / active EE | $1,271 | $3,295-61.4% | $5,072-74.9% | $3,358-62.1% |
| Admin fee / account holder | $3,559 | $4,073-12.6% | $8,859-59.8% | $3,203+11.1% |