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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 | $70,846 | $88,672-20.1% | $105,223-32.7% | $82,448-14.1% |
| Participation rate | 20.8% | 67.9%-47.2pp | 75.0%-54.3pp | 68.1%-47.3pp |
| Annual return | 13.98% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,125 | $3,048-63.1% | $3,689-69.5% | $2,551-55.9% |
| Participant deferral / active EE | $1,392 | $4,036-65.5% | $5,072-72.5% | $4,139-66.4% |
| Admin fee / account holder | $18,357 | $7,146+156.9% | $8,859+107.2% | $7,234+153.7% |