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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 | $56,256 | $157,304-64.2% | $141,197-60.2% | $152,909-63.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.17% | 64.34%-48.2pp | 71.41%-55.2pp | 345.46%-329.3pp |
| Employer contribution / active EE | $1,704 | $5,263-67.6% | $4,736-64.0% | $4,764-64.2% |
| Participant deferral / active EE | $2,061 | $7,111-71.0% | $6,710-69.3% | $5,851-64.8% |
| Admin fee / account holder | $7,080 | $12,126-41.6% | $10,265-31.0% | $11,601-39.0% |