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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 | $160,192 | $67,602+137.0% | $82,312+94.6% | $70,126+128.4% |
| Participation rate | 22.6% | 72.8%-50.1pp | 76.9%-54.3pp | 69.5%-46.9pp |
| Annual return | 19.67% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $461 | $1,755-73.7% | $2,428-81.0% | $2,343-80.3% |
| Participant deferral / active EE | $1,252 | $2,987-58.1% | $3,706-66.2% | $3,332-62.4% |
| Admin fee / account holder | $2,460 | $4,512-45.5% | $5,608-56.1% | $4,645-47.1% |