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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 | $166,193 | $93,598+77.6% | $135,974+22.2% | $75,173+121.1% |
| Participation rate | 48.6% | 75.2%-26.5pp | 81.9%-33.3pp | 67.2%-18.6pp |
| Annual return | 20.01% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,288 | $6,405-79.9% | $7,760-83.4% | $4,126-68.8% |
| Admin fee / account holder | $3,039 | $6,978-56.4% | $10,767-71.8% | $5,651-46.2% |