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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 | $154,051 | $95,404+61.5% | $113,397+35.9% | $82,637+86.4% |
| Participation rate | 35.1% | 72.8%-37.7pp | 76.5%-41.4pp | 68.1%-32.9pp |
| Annual return | 15.39% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $694 | $2,307-69.9% | $2,977-76.7% | $2,552-72.8% |
| Participant deferral / active EE | $1,835 | $4,220-56.5% | $5,076-63.8% | $4,126-55.5% |
| Admin fee / account holder | $6,894 | $9,168-24.8% | $11,957-42.3% | $7,339-6.1% |