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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 | $98,865 | $65,364+51.3% | $92,909+6.4% | $72,975+35.5% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 18.42% | 42.11%-23.7pp | 109.44%-91.0pp | 81.01%-62.6pp |
| Employer contribution / active EE | $9,061 | $2,594+249.3% | $3,653+148.0% | $2,440+271.3% |
| Participant deferral / active EE | $525 | $3,128-83.2% | $4,238-87.6% | $3,608-85.5% |
| Admin fee / account holder | $21,940 | $4,251+416.1% | $5,795+278.6% | $5,124+328.2% |