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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 | $54,331 | $80,332-32.4% | $107,187-49.3% | $64,097-15.2% |
| Participation rate | 42.0% | 54.4%-12.4pp | 75.0%-33.0pp | 55.2%-13.2pp |
| Annual return | 24.58% | 24.26%+0.3pp | 204.55%-180.0pp | 34.64%-10.1pp |
| Employer contribution / active EE | $2,529 | $2,501+1.1% | $3,782-33.1% | $1,891+33.7% |
| Participant deferral / active EE | $857 | $3,109-72.4% | $5,096-83.2% | $3,080-72.2% |
| Admin fee / account holder | $5,095 | $4,314+18.1% | $9,162-44.4% | $3,454+47.5% |