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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 | $84,938 | $201,264-57.8% | $184,185-53.9% | $145,978-41.8% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 11.23% | 29.00%-17.8pp | 28.81%-17.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,685 | $7,021-76.0% | $6,426-73.8% | $4,662-63.9% |
| Participant deferral / active EE | $2,366 | $9,806-75.9% | $9,132-74.1% | $6,690-64.6% |
| Admin fee / account holder | $10,938 | $16,376-33.2% | $13,909-21.4% | $13,400-18.4% |