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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 | $75,284 | $89,370-15.8% | $141,197-46.7% | $72,976+3.2% |
| Participation rate | 23.1% | 75.1%-52.1pp | 82.5%-59.4pp | 69.5%-46.4pp |
| Annual return | 107.02% | 111.88%-4.9pp | 71.41%+35.6pp | 81.02%+26.0pp |
| Employer contribution / active EE | $783 | $3,115-74.9% | $4,736-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $1,868 | $5,419-65.5% | $6,710-72.2% | $3,608-48.2% |
| Admin fee / account holder | $5,218 | $5,957-12.4% | $10,265-49.2% | $5,124+1.8% |