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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 | $104,804 | $86,940+20.5% | $102,434+2.3% | $80,935+29.5% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.7%-26.0pp |
| Annual return | 10.64% | 18.89%-8.3pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $782 | $2,370-67.0% | $3,023-74.1% | $2,757-71.6% |
| Participant deferral / active EE | $1,364 | $4,121-66.9% | $5,055-73.0% | $4,299-68.3% |
| Admin fee / account holder | $3,901 | $8,047-51.5% | $9,462-58.8% | $6,924-43.7% |