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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 | $106,524+13.5% | $152,301-20.6% | $87,485+38.2% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.4%-19.1pp | 68.9%-5.6pp |
| Annual return | 23.09% | 26.89%-3.8pp | 80.50%-57.4pp | 26.06%-3.0pp |
| Employer contribution / active EE | $909 | $3,371-73.0% | $4,624-80.3% | $2,596-65.0% |
| Participant deferral / active EE | $1,992 | $6,525-69.5% | $8,004-75.1% | $4,274-53.4% |
| Admin fee / account holder | $9,174 | $8,287+10.7% | $14,398-36.3% | $7,775+18.0% |