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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 | $172,713 | $114,119+51.3% | $107,187+61.1% | $138,895+24.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 13.89% | 273.21%-259.3pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $950 | $4,059-76.6% | $3,782-74.9% | $4,194-77.3% |
| Participant deferral / active EE | $1,211 | $5,538-78.1% | $5,096-76.2% | $6,396-81.1% |
| Admin fee / account holder | $7,368 | $10,024-26.5% | $9,162-19.6% | $12,562-41.3% |