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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 | $91,060 | $94,031-3.2% | $115,768-21.3% | $82,448+10.4% |
| Participation rate | 61.5% | 70.4%-8.9pp | 74.4%-12.9pp | 68.1%-6.5pp |
| Annual return | 14.73% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,154 | $2,323-50.3% | $2,940-60.7% | $2,551-54.8% |
| Participant deferral / active EE | $1,552 | $3,972-60.9% | $4,917-68.4% | $4,139-62.5% |
| Admin fee / account holder | $5,385 | $10,249-47.5% | $12,439-56.7% | $7,234-25.6% |