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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 | $224,810 | $57,140+293.4% | $85,240+163.7% | $80,959+177.7% |
| Participation rate | 17.4% | 56.4%-39.0pp | 67.5%-50.1pp | 67.7%-50.3pp |
| Annual return | 15.92% | 21.71%-5.8pp | 66.75%-50.8pp | 35.67%-19.8pp |
| Employer contribution / active EE | $307 | $1,802-83.0% | $2,735-88.8% | $2,757-88.9% |
| Participant deferral / active EE | $737 | $3,115-76.4% | $4,527-83.7% | $4,300-82.9% |
| Admin fee / account holder | $7,563 | $4,992+51.5% | $6,165+22.7% | $6,925+9.2% |