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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 | $119,743 | $85,515+40.0% | $112,040+6.9% | $67,986+76.1% |
| Participation rate | 17.6% | 68.2%-50.7pp | 76.5%-58.9pp | 57.2%-39.7pp |
| Annual return | 13.98% | 29.68%-15.7pp | 24.52%-10.5pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,533 | $2,191-30.0% | $2,954-48.1% | $2,019-24.1% |
| Participant deferral / active EE | $1,466 | $4,014-63.5% | $5,098-71.2% | $3,358-56.3% |
| Admin fee / account holder | $5,747 | $3,774+52.3% | $12,098-52.5% | $3,203+79.4% |