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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 | $73,700 | $81,504-9.6% | $102,437-28.1% | $80,959-9.0% |
| Participation rate | 53.4% | 66.9%-13.4pp | 74.5%-21.1pp | 67.7%-14.2pp |
| Annual return | 15.18% | 25.60%-10.4pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $9,340 | $3,104+200.9% | $3,871+141.3% | $2,757+238.7% |
| Participant deferral / active EE | $1,301 | $3,871-66.4% | $5,060-74.3% | $4,300-69.7% |
| Admin fee / account holder | $10,098 | $6,719+50.3% | $8,388+20.4% | $6,925+45.8% |