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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 | $101,536 | $76,834+32.1% | $108,359-6.3% | $87,485+16.1% |
| Participation rate | 29.2% | 61.7%-32.6pp | 70.1%-41.0pp | 68.9%-39.8pp |
| Annual return | 15.15% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $375 | $1,556-75.9% | $2,399-84.4% | $2,596-85.6% |
| Participant deferral / active EE | $1,138 | $3,100-63.3% | $4,137-72.5% | $4,274-73.4% |
| Admin fee / account holder | $1,438 | $6,537-78.0% | $9,741-85.2% | $7,775-81.5% |