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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 | $43,371 | $61,125-29.0% | $94,057-53.9% | $87,485-50.4% |
| Participation rate | 61.9% | 64.1%-2.2pp | 73.3%-11.4pp | 68.9%-7.0pp |
| Annual return | 15.34% | 35.20%-19.9pp | 480.62%-465.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $5,129 | $2,136+140.1% | $2,933+74.9% | $2,596+97.6% |
| Participant deferral / active EE | $159 | $3,260-95.1% | $4,709-96.6% | $4,274-96.3% |
| Admin fee / account holder | $480 | $5,629-91.5% | $7,244-93.4% | $7,775-93.8% |