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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 | $104,364 | $72,273+44.4% | $101,275+3.1% | $79,856+30.7% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.8%-45.0pp | 69.6%-38.9pp |
| Annual return | 17.28% | 22.30%-5.0pp | 46.48%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,568 | $2,691-41.7% | $3,660-57.1% | $2,471-36.5% |
| Participant deferral / active EE | $1,084 | $3,282-67.0% | $4,371-75.2% | $3,741-71.0% |
| Admin fee / account holder | $917 | $4,401-79.2% | $5,948-84.6% | $5,306-82.7% |