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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 | $192,372 | $58,493+228.9% | $84,021+129.0% | $72,975+163.6% |
| Participation rate | 16.2% | 61.2%-45.0pp | 69.0%-52.8pp | 69.5%-53.3pp |
| Annual return | 18.12% | 28.93%-10.8pp | 71.32%-53.2pp | 81.01%-62.9pp |
| Employer contribution / active EE | $267 | $1,163-77.1% | $1,984-86.6% | $2,440-89.1% |
| Participant deferral / active EE | $618 | $2,394-74.2% | $3,239-80.9% | $3,608-82.9% |
| Admin fee / account holder | $3,381 | $4,569-26.0% | $6,102-44.6% | $5,124-34.0% |