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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 | $65,381 | $117,895-44.5% | $102,460-36.2% | $145,897-55.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 12.76% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,305 | $3,619-63.9% | $3,025-56.9% | $4,663-72.0% |
| Participant deferral / active EE | $1,589 | $5,736-72.3% | $5,056-68.6% | $6,689-76.3% |
| Admin fee / account holder | $2,925 | $13,353-78.1% | $9,460-69.1% | $13,390-78.2% |