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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 | $105,151 | $45,082+133.2% | $69,464+51.4% | $72,975+44.1% |
| Participation rate | 63.6% | 68.5%-4.9pp | 74.6%-11.0pp | 69.5%-5.9pp |
| Annual return | 6.78% | 22.66%-15.9pp | 28.98%-22.2pp | 81.01%-74.2pp |
| Employer contribution / active EE | $543 | $2,055-73.6% | $2,779-80.5% | $2,440-77.7% |
| Participant deferral / active EE | $705 | $2,604-72.9% | $3,536-80.1% | $3,608-80.5% |
| Admin fee / account holder | $1,863 | $3,057-39.1% | $3,840-51.5% | $5,124-63.6% |