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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 | $125,217 | $124,425+0.6% | $112,040+11.8% | $137,256-8.8% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 15.83% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $836 | $3,411-75.5% | $2,954-71.7% | $4,156-79.9% |
| Participant deferral / active EE | $1,041 | $5,718-81.8% | $5,098-79.6% | $6,407-83.7% |
| Admin fee / account holder | $698 | $15,207-95.4% | $12,098-94.2% | $12,270-94.3% |