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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 | $91,806 | $106,864-14.1% | $147,318-37.7% | $82,637+11.1% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 15.19% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,330 | $3,417-61.1% | $4,593-71.0% | $2,552-47.9% |
| Participant deferral / active EE | $2,429 | $6,496-62.6% | $7,906-69.3% | $4,126-41.1% |
| Admin fee / account holder | $5,322 | $8,415-36.8% | $13,708-61.2% | $7,339-27.5% |