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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 | $212,533 | $98,760+115.2% | $149,715+42.0% | $79,858+166.1% |
| Participation rate | 22.7% | 75.8%-53.1pp | 82.5%-59.8pp | 69.6%-46.9pp |
| Annual return | 17.42% | 27.43%-10.0pp | 276.66%-259.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $726 | $3,217-77.4% | $4,645-84.4% | $2,471-70.6% |
| Participant deferral / active EE | $1,288 | $5,681-77.3% | $6,842-81.2% | $3,740-65.6% |
| Admin fee / account holder | $2,182 | $6,053-64.0% | $9,310-76.6% | $5,306-58.9% |