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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 | $131,601 | $88,672+48.4% | $105,223+25.1% | $82,448+59.6% |
| Participation rate | 59.4% | 67.9%-8.5pp | 75.0%-15.7pp | 68.1%-8.7pp |
| Annual return | 15.94% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,812 | $3,048+25.1% | $3,689+3.3% | $2,551+49.4% |
| Participant deferral / active EE | $1,080 | $4,036-73.2% | $5,072-78.7% | $4,139-73.9% |
| Admin fee / account holder | $2,346 | $7,146-67.2% | $8,859-73.5% | $7,234-67.6% |