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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 | $76,180 | $78,423-2.9% | $95,964-20.6% | $79,856-4.6% |
| Participation rate | 64.5% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.1pp |
| Annual return | 13.49% | 19.37%-5.9pp | 91.64%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $7,433 | $1,945+282.1% | $2,541+192.5% | $2,471+200.8% |
| Participant deferral / active EE | $1,179 | $3,440-65.7% | $4,167-71.7% | $3,741-68.5% |
| Admin fee / account holder | $6,419 | $5,622+14.2% | $6,797-5.6% | $5,306+21.0% |