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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 | $150,420 | $110,137+36.6% | $161,149-6.7% | $82,637+82.0% |
| Participation rate | 56.0% | 72.4%-16.4pp | 78.8%-22.8pp | 68.1%-12.1pp |
| Annual return | 14.57% | 20.69%-6.1pp | 21.16%-6.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,110 | $2,856-61.1% | $4,360-74.5% | $2,552-56.5% |
| Participant deferral / active EE | $1,499 | $4,575-67.2% | $6,153-75.6% | $4,126-63.7% |
| Admin fee / account holder | $1,979 | $9,467-79.1% | $15,194-87.0% | $7,339-73.0% |