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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 | $107,380 | $77,523+38.5% | $100,383+7.0% | $80,874+32.8% |
| Participation rate | 55.6% | 77.0%-21.4pp | 81.5%-25.9pp | 67.6%-12.1pp |
| Annual return | 13.96% | 37.21%-23.2pp | 49.26%-35.3pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,514 | $2,801-46.0% | $3,944-61.6% | $2,756-45.1% |
| Participant deferral / active EE | $2,204 | $6,822-67.7% | $8,086-72.7% | $4,297-48.7% |
| Admin fee / account holder | $1,489 | $5,899-74.7% | $7,900-81.1% | $6,935-78.5% |