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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 | $120,409 | $86,940+38.5% | $102,434+17.5% | $80,935+48.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 15.88% | 18.89%-3.0pp | 29.46%-13.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $941 | $2,370-60.3% | $3,023-68.9% | $2,757-65.8% |
| Participant deferral / active EE | $1,685 | $4,121-59.1% | $5,055-66.7% | $4,299-60.8% |
| Admin fee / account holder | $9,487 | $8,047+17.9% | $9,462+0.3% | $6,924+37.0% |