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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 | $163,939 | $84,953+93.0% | $163,379+0.3% | $82,637+98.4% |
| Participation rate | 16.7% | 65.9%-49.3pp | 76.8%-60.2pp | 68.1%-51.4pp |
| Annual return | 17.05% | 23.07%-6.0pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $631 | $2,183-71.1% | $3,752-83.2% | $2,552-75.3% |
| Participant deferral / active EE | $1,244 | $4,326-71.2% | $6,282-80.2% | $4,126-69.8% |
| Admin fee / account holder | $1,718 | $7,921-78.3% | $9,818-82.5% | $7,339-76.6% |