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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 | $56,140 | $81,504-31.1% | $102,437-45.2% | $80,959-30.7% |
| Participation rate | 54.3% | 66.9%-12.6pp | 74.5%-20.2pp | 67.7%-13.4pp |
| Annual return | 14.07% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $7,617 | $3,104+145.4% | $3,871+96.8% | $2,757+176.3% |
| Participant deferral / active EE | $407 | $3,871-89.5% | $5,060-92.0% | $4,300-90.5% |
| Admin fee / account holder | $883 | $6,719-86.9% | $8,388-89.5% | $6,925-87.3% |