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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 | $149,161 | $58,493+155.0% | $84,021+77.5% | $72,975+104.4% |
| Participation rate | 30.2% | 61.2%-31.0pp | 69.0%-38.8pp | 69.5%-39.3pp |
| Annual return | 21.71% | 28.93%-7.2pp | 71.32%-49.6pp | 81.01%-59.3pp |
| Employer contribution / active EE | $334 | $1,163-71.3% | $1,984-83.2% | $2,440-86.3% |
| Participant deferral / active EE | $617 | $2,394-74.2% | $3,239-80.9% | $3,608-82.9% |
| Admin fee / account holder | $10,769 | $4,569+135.7% | $6,102+76.5% | $5,124+110.2% |