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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 | $81,147 | $70,430+15.2% | $96,572-16.0% | $85,851-5.5% |
| Participation rate | 51.7% | 61.8%-10.1pp | 69.8%-18.1pp | 69.3%-17.6pp |
| Annual return | 13.25% | 18.58%-5.3pp | 37.79%-24.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $628 | $1,413-55.6% | $2,357-73.4% | $2,565-75.5% |
| Participant deferral / active EE | $1,089 | $2,894-62.4% | $3,850-71.7% | $3,952-72.5% |
| Admin fee / account holder | $1,310 | $4,996-73.8% | $6,183-78.8% | $6,261-79.1% |