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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 | $87,397 | $93,617-6.6% | $135,982-35.7% | $75,177+16.3% |
| Participation rate | 48.1% | 75.2%-27.1pp | 81.9%-33.8pp | 67.2%-19.1pp |
| Annual return | 18.36% | 30.89%-12.5pp | 68.32%-50.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,204 | $3,538-66.0% | $4,859-75.2% | $2,671-54.9% |
| Participant deferral / active EE | $2,421 | $6,406-62.2% | $7,760-68.8% | $4,126-41.3% |
| Admin fee / account holder | $351 | $6,980-95.0% | $10,767-96.7% | $5,651-93.8% |