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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 | $117,768 | $70,486+67.1% | $100,528+17.2% | $79,852+47.5% |
| Participation rate | 65.6% | 73.6%-8.0pp | 79.4%-13.8pp | 69.6%-4.0pp |
| Annual return | 12.83% | 21.90%-9.1pp | 30.90%-18.1pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,154 | $5,182-58.4% | $6,271-65.7% | $3,740-42.4% |
| Admin fee / account holder | $721 | $4,480-83.9% | $8,084-91.1% | $5,306-86.4% |