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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 | $45,734 | $88,672-48.4% | $105,223-56.5% | $82,448-44.5% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 14.94% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,019 | $3,048-66.6% | $3,689-72.4% | $2,551-60.0% |
| Participant deferral / active EE | $1,557 | $4,036-61.4% | $5,072-69.3% | $4,139-62.4% |
| Admin fee / account holder | $1,074 | $7,146-85.0% | $8,859-87.9% | $7,234-85.2% |