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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 | $100,578 | $142,430-29.4% | $115,170-12.7% | $152,897-34.2% |
| Participation rate | 63.2% | 82.4%-19.2pp | 75.9%-12.8pp | 82.5%-19.3pp |
| Annual return | 20.75% | 41.48%-20.7pp | 35.60%-14.9pp | 345.43%-324.7pp |
| Employer contribution / active EE | $3,340 | $4,011-16.7% | $3,179+5.0% | $4,764-29.9% |
| Participant deferral / active EE | $478 | $5,165-90.7% | $4,169-88.5% | $5,851-91.8% |
| Admin fee / account holder | $2,725 | $8,464-67.8% | $7,089-61.6% | $11,599-76.5% |