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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 | $103,794 | $39,132+165.2% | $57,196+81.5% | $62,881+65.1% |
| Participation rate | 36.7% | 70.5%-33.7pp | 75.3%-38.6pp | 69.3%-32.6pp |
| Annual return | 4.69% | 9.24%-4.5pp | 14.59%-9.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $499 | $1,874-73.4% | $2,683-81.4% | $2,281-78.1% |
| Participant deferral / active EE | $660 | $2,374-72.2% | $3,096-78.7% | $3,203-79.4% |
| Admin fee / account holder | $358 | $2,594-86.2% | $3,141-88.6% | $4,296-91.7% |