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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 | $66,738 | $108,882-38.7% | $96,754-31.0% | $154,746-56.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 16.19% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $840 | $3,018-72.2% | $2,679-68.7% | $4,379-80.8% |
| Participant deferral / active EE | $1,024 | $5,323-80.8% | $4,758-78.5% | $6,730-84.8% |
| Admin fee / account holder | $3,595 | $10,200-64.8% | $8,905-59.6% | $14,365-75.0% |