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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 | $83,357 | $86,891-4.1% | $142,516-41.5% | $75,173+10.9% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.8%-26.8pp | 67.2%-17.2pp |
| Annual return | 24.36% | 23.31%+1.1pp | 19.99%+4.4pp | 160.72%-136.4pp |
| Employer contribution / active EE | $1,039 | $3,355-69.0% | $4,849-78.6% | $2,671-61.1% |
| Participant deferral / active EE | $1,722 | $4,938-65.1% | $6,280-72.6% | $4,126-58.3% |
| Admin fee / account holder | $3,642 | $7,299-50.1% | $10,008-63.6% | $5,651-35.5% |