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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 | $185,819 | $153,311+21.2% | $109,313+70.0% | $273,972-32.2% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 4.52% | 29.86%-25.3pp | 22.07%-17.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $8,333 | $5,619+48.3% | $3,892+114.1% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,099 | $8,076-86.4% | $5,666-80.6% | $10,133-89.2% |