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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 | $71,372 | $107,421-33.6% | $182,262-60.8% | $94,015-24.1% |
| Participation rate | 55.4% | 77.8%-22.3pp | 84.2%-28.8pp | 70.8%-15.4pp |
| Annual return | 16.87% | 21.32%-4.5pp | 140.60%-123.7pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,073 | $3,448-68.9% | $5,046-78.7% | $2,790-61.5% |
| Participant deferral / active EE | $2,189 | $6,558-66.6% | $8,276-73.6% | $4,249-48.5% |
| Admin fee / account holder | $1,502 | $8,692-82.7% | $16,712-91.0% | $8,951-83.2% |