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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 | $151,482 | $199,109-23.9% | $173,730-12.8% | $154,746-2.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 15.23% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,323 | $5,311-56.3% | $4,577-49.3% | $4,379-47.0% |
| Participant deferral / active EE | $417 | $7,113-94.1% | $6,326-93.4% | $6,730-93.8% |
| Admin fee / account holder | $1,329 | $20,916-93.6% | $17,523-92.4% | $14,365-90.8% |