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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 | $88,811 | $115,225-22.9% | $100,712-11.8% | $138,895-36.1% |
| Participation rate | 58.8% | 74.3%-15.5pp | 69.3%-10.5pp | 79.9%-21.1pp |
| Annual return | 14.81% | 40.35%-25.5pp | 33.27%-18.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,521 | $2,771+27.1% | $2,313+52.3% | $4,194-16.0% |
| Participant deferral / active EE | $824 | $4,699-82.5% | $4,085-79.8% | $6,396-87.1% |
| Admin fee / account holder | $2,905 | $10,844-73.2% | $9,256-68.6% | $12,562-76.9% |