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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 | $96,368 | $89,259+8.0% | $107,187-10.1% | $82,637+16.6% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 13.68% | 21.02%-7.3pp | 204.55%-190.9pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,523 | $3,080-18.1% | $3,782-33.3% | $2,552-1.1% |
| Participant deferral / active EE | $1,449 | $4,037-64.1% | $5,096-71.6% | $4,126-64.9% |
| Admin fee / account holder | $3,119 | $7,381-57.7% | $9,162-66.0% | $7,339-57.5% |