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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 | $122,432 | $71,873+70.3% | $86,698+41.2% | $68,490+78.8% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -15.89% | 3.54%-19.4pp | 35.96%-51.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $5,031 | $2,173+131.5% | $2,837+77.3% | $2,597+93.7% |
| Participant deferral / active EE | $1,418 | $3,779-62.5% | $4,656-69.6% | $4,028-64.8% |
| Admin fee / account holder | $11,701 | $6,110+91.5% | $7,492+56.2% | $5,403+116.6% |