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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 | $88,977 | $254,759-65.1% | $216,567-58.9% | $198,609-55.2% |
| Participation rate | 53.3% | 84.5%-31.2pp | 81.6%-28.3pp | 82.4%-29.0pp |
| Annual return | 10.89% | 10.04%+0.8pp | 12.94%-2.1pp | 202.70%-191.8pp |
| Employer contribution / active EE | $1,456 | $6,096-76.1% | $5,216-72.1% | $5,055-71.2% |
| Participant deferral / active EE | $2,430 | $6,948-65.0% | $6,191-60.7% | $6,977-65.2% |
| Admin fee / account holder | $10,409 | $26,311-60.4% | $21,981-52.6% | $19,030-45.3% |