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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 | $206,841 | $71,230+190.4% | $93,727+120.7% | $80,959+155.5% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.7%-52.9pp |
| Annual return | 10.51% | 11.26%-0.7pp | 133.83%-123.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,674 | $1,565+7.0% | $2,421-30.8% | $2,757-39.3% |
| Participant deferral / active EE | $1,031 | $4,037-74.5% | $4,417-76.6% | $4,300-76.0% |
| Admin fee / account holder | $1,035 | $6,961-85.1% | $8,292-87.5% | $6,925-85.1% |