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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 | $27,888 | $102,429-72.8% | $147,096-81.0% | $80,925-65.5% |
| Participation rate | 68.4% | 75.9%-7.4pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 13.90% | 135.02%-121.1pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $920 | $3,716-75.2% | $4,936-81.4% | $2,756-66.6% |
| Participant deferral / active EE | $2,061 | $6,649-69.0% | $8,071-74.5% | $4,299-52.1% |
| Admin fee / account holder | $1,920 | $7,957-75.9% | $13,005-85.2% | $6,940-72.3% |