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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 | $50,295 | $101,778-50.6% | $164,975-69.5% | $80,925-37.9% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 10.99% | 16.73%-5.7pp | 70.12%-59.1pp | 35.65%-24.7pp |
| Employer contribution / active EE | $6,735 | $2,954+128.0% | $4,343+55.1% | $2,756+144.3% |
| Participant deferral / active EE | $934 | $4,477-79.1% | $6,033-84.5% | $4,299-78.3% |
| Admin fee / account holder | $808 | $8,221-90.2% | $12,688-93.6% | $6,940-88.4% |