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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 | $67,976 | $117,895-42.3% | $102,460-33.7% | $145,897-53.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.20% | 31.92%-22.7pp | 29.47%-20.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,335 | $3,619-63.1% | $3,025-55.9% | $4,663-71.4% |
| Participant deferral / active EE | $1,379 | $5,736-76.0% | $5,056-72.7% | $6,689-79.4% |
| Admin fee / account holder | $360 | $13,353-97.3% | $9,460-96.2% | $13,390-97.3% |