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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 | $58,300 | $76,383-23.7% | $121,663-52.1% | $64,340-9.4% |
| Participation rate | 17.8% | 60.4%-42.6pp | 74.5%-56.7pp | 55.2%-37.5pp |
| Annual return | 14.05% | 16.98%-2.9pp | 147.54%-133.5pp | 24.14%-10.1pp |
| Employer contribution / active EE | $648 | $1,943-66.6% | $3,020-78.5% | $1,862-65.2% |
| Participant deferral / active EE | $1,101 | $3,149-65.0% | $4,887-77.5% | $2,980-63.1% |
| Admin fee / account holder | $6,215 | $4,142+50.1% | $14,289-56.5% | $3,703+67.9% |