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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 | $102,764 | $76,834+33.7% | $108,359-5.2% | $87,485+17.5% |
| Participation rate | 17.5% | 61.7%-44.2pp | 70.1%-52.6pp | 68.9%-51.4pp |
| Annual return | 16.69% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $684 | $1,556-56.1% | $2,399-71.5% | $2,596-73.7% |
| Participant deferral / active EE | $1,138 | $3,100-63.3% | $4,137-72.5% | $4,274-73.4% |
| Admin fee / account holder | $373 | $6,537-94.3% | $9,741-96.2% | $7,775-95.2% |