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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 | $179,094 | $84,953+110.8% | $163,379+9.6% | $82,637+116.7% |
| Participation rate | 13.9% | 65.9%-52.1pp | 76.8%-62.9pp | 68.1%-54.2pp |
| Annual return | 13.43% | 23.07%-9.6pp | 63.41%-50.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $519 | $2,183-76.2% | $3,752-86.2% | $2,552-79.7% |
| Participant deferral / active EE | $1,064 | $4,326-75.4% | $6,282-83.1% | $4,126-74.2% |
| Admin fee / account holder | $2,082 | $7,921-73.7% | $9,818-78.8% | $7,339-71.6% |