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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 | $104,174 | $73,955+40.9% | $96,520+7.9% | $75,181+38.6% |
| Participation rate | 18.9% | 66.4%-47.5pp | 74.3%-55.4pp | 67.2%-48.3pp |
| Annual return | 15.46% | 26.72%-11.3pp | 35.72%-20.3pp | 160.69%-145.2pp |
| Employer contribution / active EE | $745 | $2,930-74.6% | $3,739-80.1% | $2,671-72.1% |
| Participant deferral / active EE | $1,433 | $3,659-60.9% | $4,879-70.6% | $4,126-65.3% |
| Admin fee / account holder | $1,351 | $5,217-74.1% | $6,733-79.9% | $5,650-76.1% |