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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 | $106,749+13.2% | $145,433-16.9% | $82,448+46.6% |
| Participation rate | 63.3% | 75.6%-12.3pp | 82.1%-18.8pp | 68.1%-4.7pp |
| Annual return | 23.09% | 27.59%-4.5pp | 66.58%-43.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $909 | $3,444-73.6% | $4,554-80.0% | $2,551-64.4% |
| Participant deferral / active EE | $1,992 | $6,519-69.4% | $7,897-74.8% | $4,139-51.9% |
| Admin fee / account holder | $9,174 | $8,390+9.3% | $13,129-30.1% | $7,234+26.8% |