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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 | $112,434 | $184,014-38.9% | $161,149-30.2% | $138,895-19.1% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.8%-51.6pp | 79.9%-52.6pp |
| Annual return | 15.01% | 21.52%-6.5pp | 21.16%-6.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,123 | $5,055-77.8% | $4,360-74.2% | $4,194-73.2% |
| Participant deferral / active EE | $1,692 | $6,909-75.5% | $6,153-72.5% | $6,396-73.5% |
| Admin fee / account holder | $2,911 | $18,027-83.9% | $15,194-80.8% | $12,562-76.8% |