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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 | $206,499 | $71,878+187.3% | $86,698+138.2% | $68,486+201.5% |
| Participation rate | 25.6% | 72.2%-46.6pp | 76.6%-50.9pp | 67.9%-42.3pp |
| Annual return | -18.74% | 3.53%-22.3pp | 35.95%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $997 | $2,173-54.1% | $2,837-64.9% | $2,597-61.6% |
| Participant deferral / active EE | $1,445 | $3,779-61.8% | $4,656-69.0% | $4,028-64.1% |
| Admin fee / account holder | $3,956 | $6,113-35.3% | $7,493-47.2% | $5,404-26.8% |