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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 | $60,118 | $79,184-24.1% | $102,438-41.3% | $74,546-19.4% |
| Participation rate | 30.7% | 74.8%-44.1pp | 76.5%-45.8pp | 67.2%-36.5pp |
| Annual return | 13.74% | 54.95%-41.2pp | 29.37%-15.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $857 | $2,362-63.7% | $3,024-71.7% | $2,624-67.4% |
| Participant deferral / active EE | $1,702 | $4,414-61.5% | $5,054-66.3% | $4,347-60.9% |
| Admin fee / account holder | $2,743 | $2,001+37.0% | $9,448-71.0% | $1,944+41.1% |