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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 | $32,716 | $58,292-43.9% | $86,640-62.2% | $71,511-54.3% |
| Participation rate | 58.4% | 65.0%-6.6pp | 71.7%-13.3pp | 67.9%-9.5pp |
| Annual return | 15.32% | 21.63%-6.3pp | 592.52%-577.2pp | 28.86%-13.5pp |
| Employer contribution / active EE | $2,368 | $2,574-8.0% | $3,024-21.7% | $2,589-8.6% |
| Participant deferral / active EE | $685 | $3,438-80.1% | $4,438-84.6% | $4,291-84.0% |
| Admin fee / account holder | $3,320 | $1,057+214.0% | $5,616-40.9% | $1,588+109.0% |