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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 | $87,123 | $89,259-2.4% | $107,187-18.7% | $82,637+5.4% |
| Participation rate | 23.1% | 67.9%-44.9pp | 75.0%-51.9pp | 68.1%-45.0pp |
| Annual return | 18.64% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $964 | $3,080-68.7% | $3,782-74.5% | $2,552-62.2% |
| Participant deferral / active EE | $1,471 | $4,037-63.6% | $5,096-71.1% | $4,126-64.4% |
| Admin fee / account holder | $663 | $7,381-91.0% | $9,162-92.8% | $7,339-91.0% |