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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 | $67,805 | $80,781-16.1% | $102,437-33.8% | $74,478-9.0% |
| Participation rate | 38.2% | 65.7%-27.4pp | 74.5%-36.3pp | 67.2%-29.0pp |
| Annual return | 28.37% | 27.58%+0.8pp | 24.95%+3.4pp | 1370.56%-1342.2pp |
| Employer contribution / active EE | $948 | $3,160-70.0% | $3,871-75.5% | $2,626-63.9% |
| Participant deferral / active EE | $1,483 | $3,862-61.6% | $5,060-70.7% | $4,350-65.9% |
| Admin fee / account holder | $6,051 | $2,372+155.1% | $8,388-27.9% | $1,946+211.0% |