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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 | $101,706 | $89,259+13.9% | $107,187-5.1% | $82,637+23.1% |
| Participation rate | 17.7% | 67.9%-50.2pp | 75.0%-57.3pp | 68.1%-50.3pp |
| Annual return | 19.15% | 21.02%-1.9pp | 204.55%-185.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $985 | $3,080-68.0% | $3,782-74.0% | $2,552-61.4% |
| Participant deferral / active EE | $1,440 | $4,037-64.3% | $5,096-71.7% | $4,126-65.1% |
| Admin fee / account holder | $1,097 | $7,381-85.1% | $9,162-88.0% | $7,339-85.1% |