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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 | $187,678 | $79,955+134.7% | $98,461+90.6% | $75,173+149.7% |
| Participation rate | 68.6% | 70.4%-1.8pp | 75.2%-6.6pp | 67.2%+1.4pp |
| Annual return | 13.64% | 19.75%-6.1pp | 21.17%-7.5pp | 160.72%-147.1pp |
| Employer contribution / active EE | $819 | $2,264-63.8% | $3,049-73.1% | $2,671-69.3% |
| Participant deferral / active EE | $1,503 | $3,752-59.9% | $4,738-68.3% | $4,126-63.6% |
| Admin fee / account holder | $4,164 | $6,841-39.1% | $8,961-53.5% | $5,651-26.3% |