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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 | $30,854 | $63,346-51.3% | $92,240-66.6% | $70,126-56.0% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 17.43% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,728 | $2,471+10.4% | $3,680-25.9% | $2,343+16.5% |
| Participant deferral / active EE | $355 | $2,854-87.5% | $3,897-90.9% | $3,332-89.3% |
| Admin fee / account holder | $2,046 | $3,841-46.7% | $5,194-60.6% | $4,645-55.9% |