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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 | $43,621 | $117,904-63.0% | $102,457-57.4% | $145,978-70.1% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 9.57% | 31.80%-22.2pp | 29.41%-19.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,144 | $3,613-68.3% | $3,022-62.2% | $4,662-75.5% |
| Participant deferral / active EE | $1,432 | $5,733-75.0% | $5,054-71.7% | $6,690-78.6% |
| Admin fee / account holder | $2,147 | $13,329-83.9% | $9,451-77.3% | $13,400-84.0% |