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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 | $128,106 | $106,864+19.9% | $147,318-13.0% | $82,637+55.0% |
| Participation rate | 35.0% | 75.5%-40.5pp | 82.1%-47.1pp | 68.1%-33.1pp |
| Annual return | 15.18% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,090 | $3,417-68.1% | $4,593-76.3% | $2,552-57.3% |
| Participant deferral / active EE | $1,765 | $6,496-72.8% | $7,906-77.7% | $4,126-57.2% |
| Admin fee / account holder | $16,623 | $8,415+97.5% | $13,708+21.3% | $7,339+126.5% |