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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 | $73,787+37.6% | $98,716+2.9% | $82,448+23.2% |
| Participation rate | 29.2% | 61.4%-32.2pp | 69.3%-40.1pp | 68.1%-38.9pp |
| Annual return | 15.15% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $375 | $1,511-75.2% | $2,279-83.5% | $2,551-85.3% |
| Participant deferral / active EE | $1,138 | $3,081-63.1% | $4,048-71.9% | $4,139-72.5% |
| Admin fee / account holder | $1,438 | $6,500-77.9% | $8,703-83.5% | $7,234-80.1% |