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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 | $138,696 | $71,215+94.8% | $93,696+48.0% | $80,935+71.4% |
| Participation rate | 69.4% | 60.4%+9.0pp | 68.7%+0.7pp | 67.7%+1.8pp |
| Annual return | 17.44% | 11.27%+6.2pp | 133.74%-116.3pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,231 | $1,565-21.3% | $2,422-49.2% | $2,757-55.3% |
| Participant deferral / active EE | $1,006 | $4,037-75.1% | $4,417-77.2% | $4,299-76.6% |
| Admin fee / account holder | $1,289 | $6,958-81.5% | $8,287-84.4% | $6,924-81.4% |