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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 | $120,875 | $107,421+12.5% | $182,262-33.7% | $94,015+28.6% |
| Participation rate | 63.3% | 77.8%-14.4pp | 84.2%-20.9pp | 70.8%-7.5pp |
| Annual return | 23.09% | 21.32%+1.8pp | 140.60%-117.5pp | 17.84%+5.2pp |
| Employer contribution / active EE | $909 | $3,448-73.6% | $5,046-82.0% | $2,790-67.4% |
| Participant deferral / active EE | $1,992 | $6,558-69.6% | $8,276-75.9% | $4,249-53.1% |
| Admin fee / account holder | $9,174 | $8,692+5.5% | $16,712-45.1% | $8,951+2.5% |