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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 | $101,508 | $86,919+16.8% | $102,457-0.9% | $80,911+25.5% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 13.18% | 18.90%-5.7pp | 29.41%-16.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,041 | $2,368-56.0% | $3,022-65.6% | $2,756-62.2% |
| Participant deferral / active EE | $1,749 | $4,119-57.5% | $5,054-65.4% | $4,297-59.3% |
| Admin fee / account holder | $2,257 | $8,049-72.0% | $9,451-76.1% | $6,935-67.5% |