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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 | $111,094 | $77,358+43.6% | $102,184+8.7% | $87,485+27.0% |
| Participation rate | 55.6% | 78.7%-23.1pp | 82.6%-27.0pp | 68.9%-13.4pp |
| Annual return | 15.82% | 41.11%-25.3pp | 31.58%-15.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $132 | $2,562-94.8% | $3,594-96.3% | $2,596-94.9% |
| Participant deferral / active EE | $1,050 | $6,753-84.5% | $8,309-87.4% | $4,274-75.4% |
| Admin fee / account holder | $1,389 | $6,809-79.6% | $11,609-88.0% | $7,775-82.1% |