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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 | $25,025 | $93,589-73.3% | $135,942-81.6% | $75,181-66.7% |
| Participation rate | 54.5% | 75.2%-20.6pp | 81.9%-27.4pp | 67.2%-12.7pp |
| Annual return | 60.91% | 30.90%+30.0pp | 68.28%-7.4pp | 160.69%-99.8pp |
| Employer contribution / active EE | $1,048 | $3,537-70.4% | $4,858-78.4% | $2,671-60.8% |
| Participant deferral / active EE | $1,581 | $6,405-75.3% | $7,759-79.6% | $4,126-61.7% |
| Admin fee / account holder | $1,123 | $6,977-83.9% | $10,764-89.6% | $5,650-80.1% |