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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 | $74,535+37.9% | $100,712+2.0% | $82,637+24.4% |
| Participation rate | 17.5% | 61.2%-43.7pp | 69.3%-51.8pp | 68.1%-50.6pp |
| Annual return | 16.69% | 18.92%-2.2pp | 33.27%-16.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $684 | $1,503-54.5% | $2,313-70.4% | $2,552-73.2% |
| Participant deferral / active EE | $1,138 | $3,074-63.0% | $4,085-72.2% | $4,126-72.4% |
| Admin fee / account holder | $373 | $6,576-94.3% | $9,256-96.0% | $7,339-94.9% |