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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 | $140,247 | $76,371+83.6% | $93,621+49.8% | $72,975+92.2% |
| Participation rate | 59.3% | 71.8%-12.5pp | 75.8%-16.6pp | 69.5%-10.2pp |
| Annual return | 24.34% | 25.82%-1.5pp | 32.76%-8.4pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,259 | $2,276-44.7% | $2,719-53.7% | $2,440-48.4% |
| Participant deferral / active EE | $867 | $3,538-75.5% | $4,070-78.7% | $3,608-76.0% |
| Admin fee / account holder | $2,832 | $6,839-58.6% | $7,890-64.1% | $5,124-44.7% |