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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 | $80,427 | $69,977+14.9% | $108,582-25.9% | $62,881+27.9% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 7.53% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $953 | $2,135-55.3% | $3,758-74.6% | $2,281-58.2% |
| Participant deferral / active EE | $1,211 | $3,165-61.7% | $4,311-71.9% | $3,203-62.2% |
| Admin fee / account holder | $1,454 | $5,076-71.4% | $7,645-81.0% | $4,296-66.1% |