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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 | $123,480 | $86,949+42.0% | $102,460+20.5% | $80,959+52.5% |
| Participation rate | 28.6% | 72.4%-43.8pp | 76.5%-47.9pp | 67.7%-39.1pp |
| Annual return | 11.41% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $839 | $2,370-64.6% | $3,025-72.3% | $2,757-69.6% |
| Participant deferral / active EE | $1,330 | $4,121-67.7% | $5,056-73.7% | $4,300-69.1% |
| Admin fee / account holder | $6,442 | $8,048-20.0% | $9,460-31.9% | $6,925-7.0% |