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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 | $70,958 | $93,617-24.2% | $135,982-47.8% | $75,177-5.6% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 15.22% | 30.89%-15.7pp | 68.32%-53.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $959 | $3,538-72.9% | $4,859-80.3% | $2,671-64.1% |
| Participant deferral / active EE | $1,860 | $6,406-71.0% | $7,760-76.0% | $4,126-54.9% |
| Admin fee / account holder | $15,454 | $6,980+121.4% | $10,767+43.5% | $5,651+173.5% |