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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 | $70,015 | $60,165+16.4% | $74,184-5.6% | $55,167+26.9% |
| Participation rate | 33.0% | 74.2%-41.1pp | 76.6%-43.6pp | 69.0%-35.9pp |
| Annual return | 7.17% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $590 | $1,600-63.1% | $2,370-75.1% | $1,963-70.0% |
| Participant deferral / active EE | $1,153 | $2,973-61.2% | $3,550-67.5% | $3,054-62.2% |
| Admin fee / account holder | $3,340 | $419+696.6% | $5,586-40.2% | $504+562.9% |