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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 | $94,030 | $89,364+5.2% | $141,177-33.4% | $72,983+28.8% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 21.62% | 111.86%-90.2pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,331 | $3,115-57.3% | $4,736-71.9% | $2,440-45.4% |
| Participant deferral / active EE | $1,757 | $5,419-67.6% | $6,710-73.8% | $3,608-51.3% |
| Admin fee / account holder | $3,120 | $5,959-47.6% | $10,263-69.6% | $5,124-39.1% |