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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 | $73,787+39.3% | $98,716+4.1% | $82,448+24.6% |
| Participation rate | 17.5% | 61.4%-43.9pp | 69.3%-51.8pp | 68.1%-50.6pp |
| Annual return | 16.69% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $684 | $1,511-54.7% | $2,279-70.0% | $2,551-73.2% |
| Participant deferral / active EE | $1,138 | $3,081-63.1% | $4,048-71.9% | $4,139-72.5% |
| Admin fee / account holder | $373 | $6,500-94.3% | $8,703-95.7% | $7,234-94.8% |