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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 | $223,394 | $107,666+107.5% | $102,184+118.6% | $154,746+44.4% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 11.68% | 29.33%-17.6pp | 31.58%-19.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $205 | $3,846-94.7% | $3,594-94.3% | $4,379-95.3% |
| Participant deferral / active EE | $2,278 | $8,719-73.9% | $8,309-72.6% | $6,730-66.2% |
| Admin fee / account holder | $20,628 | $12,943+59.4% | $11,609+77.7% | $14,365+43.6% |