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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 | $133,385 | $87,132+53.1% | $105,624+26.3% | $80,959+64.8% |
| Participation rate | 55.2% | 70.4%-15.3pp | 75.3%-20.1pp | 67.7%-12.5pp |
| Annual return | 13.52% | 17.03%-3.5pp | 116.20%-102.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,632 | $2,397-31.9% | $3,168-48.5% | $2,757-40.8% |
| Participant deferral / active EE | $1,504 | $3,985-62.3% | $5,013-70.0% | $4,300-65.0% |
| Admin fee / account holder | $5,171 | $8,449-38.8% | $10,961-52.8% | $6,925-25.3% |