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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 | $70,817 | $124,425-43.1% | $112,040-36.8% | $137,256-48.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 17.82% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,077 | $3,411-39.1% | $2,954-29.7% | $4,156-50.0% |
| Participant deferral / active EE | $1,633 | $5,718-71.4% | $5,098-68.0% | $6,407-74.5% |
| Admin fee / account holder | $3,376 | $15,207-77.8% | $12,098-72.1% | $12,270-72.5% |