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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 | $70,723 | $116,190-39.1% | $93,614-24.5% | $152,885-53.7% |
| Participation rate | 56.5% | 78.0%-21.5pp | 75.8%-19.3pp | 82.5%-25.9pp |
| Annual return | 15.15% | 35.96%-20.8pp | 32.76%-17.6pp | 345.39%-330.2pp |
| Employer contribution / active EE | $801 | $3,219-75.1% | $2,718-70.5% | $4,763-83.2% |
| Participant deferral / active EE | $1,044 | $4,604-77.3% | $4,069-74.4% | $5,851-82.2% |
| Admin fee / account holder | $17,336 | $10,749+61.3% | $7,889+119.7% | $11,598+49.5% |