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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 | $117,958 | $58,057+103.2% | $97,032+21.6% | $86,983+35.6% |
| Participation rate | 11.1% | 60.4%-49.3pp | 71.6%-60.5pp | 69.5%-58.4pp |
| Annual return | 15.16% | 22.26%-7.1pp | 35.38%-20.2pp | 25.83%-10.7pp |
| Employer contribution / active EE | $135 | $1,663-91.9% | $2,629-94.8% | $2,584-94.8% |
| Participant deferral / active EE | $537 | $3,244-83.4% | $4,672-88.5% | $4,194-87.2% |
| Admin fee / account holder | $1,892 | $4,839-60.9% | $9,418-79.9% | $7,856-75.9% |