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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 | $81,642 | $67,411+21.1% | $91,004-10.3% | $70,126+16.4% |
| Participation rate | 56.9% | 71.4%-14.5pp | 75.6%-18.7pp | 69.5%-12.6pp |
| Annual return | 20.75% | -40.16%+60.9pp | 4.60%+16.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $519 | $1,786-71.0% | $2,456-78.9% | $2,343-77.9% |
| Participant deferral / active EE | $1,100 | $2,823-61.0% | $3,548-69.0% | $3,332-67.0% |
| Admin fee / account holder | $3,799 | $4,236-10.3% | $5,417-29.9% | $4,645-18.2% |