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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 | $175,468 | $93,598+87.5% | $135,974+29.0% | $75,173+133.4% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 15.67% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,191 | $3,538-66.3% | $4,859-75.5% | $2,671-55.4% |
| Participant deferral / active EE | $2,220 | $6,405-65.3% | $7,760-71.4% | $4,126-46.2% |
| Admin fee / account holder | $3,337 | $6,978-52.2% | $10,767-69.0% | $5,651-40.9% |