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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 | $74,997 | $117,904-36.4% | $102,457-26.8% | $145,978-48.6% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 9.46% | 31.80%-22.3pp | 29.41%-20.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,185 | $3,613-67.2% | $3,022-60.8% | $4,662-74.6% |
| Participant deferral / active EE | $1,150 | $5,733-79.9% | $5,054-77.2% | $6,690-82.8% |
| Admin fee / account holder | $413 | $13,329-96.9% | $9,451-95.6% | $13,400-96.9% |