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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 | $86,170 | $154,159-44.1% | $130,026-33.7% | $139,456-38.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 13.09% | 32.50%-19.4pp | -137.26%+150.4pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,384 | $5,292-73.8% | $4,321-68.0% | $4,753-70.9% |
| Participant deferral / active EE | $1,663 | $6,710-75.2% | $5,821-71.4% | $6,711-75.2% |
| Admin fee / account holder | $578 | $14,001-95.9% | $10,608-94.6% | $11,407-94.9% |