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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 | $162,318 | $81,358+99.5% | $155,556+4.3% | $80,959+100.5% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 48.73% | 33.39%+15.3pp | 64.84%-16.1pp | 35.67%+13.1pp |
| Employer contribution / active EE | $571 | $3,106-81.6% | $4,675-87.8% | $2,757-79.3% |
| Participant deferral / active EE | $885 | $3,455-74.4% | $5,631-84.3% | $4,300-79.4% |
| Admin fee / account holder | $556 | $7,994-93.0% | $15,885-96.5% | $6,925-92.0% |