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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 | $68,290 | $93,589-27.0% | $135,942-49.8% | $75,181-9.2% |
| Participation rate | 44.4% | 75.2%-30.7pp | 81.9%-37.5pp | 67.2%-22.8pp |
| Annual return | 17.26% | 30.90%-13.6pp | 68.28%-51.0pp | 160.69%-143.4pp |
| Employer contribution / active EE | $977 | $3,537-72.4% | $4,858-79.9% | $2,671-63.4% |
| Participant deferral / active EE | $1,788 | $6,405-72.1% | $7,759-77.0% | $4,126-56.7% |
| Admin fee / account holder | $1,588 | $6,977-77.2% | $10,764-85.2% | $5,650-71.9% |