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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 | $130,988 | $81,476+60.8% | $102,383+27.9% | $80,925+61.9% |
| Participation rate | 34.7% | 66.8%-32.2pp | 74.5%-39.8pp | 67.7%-33.0pp |
| Annual return | 14.37% | 25.59%-11.2pp | 24.94%-10.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,010 | $3,105-67.5% | $3,870-73.9% | $2,756-63.3% |
| Participant deferral / active EE | $1,367 | $3,871-64.7% | $5,060-73.0% | $4,299-68.2% |
| Admin fee / account holder | $2,054 | $6,717-69.4% | $8,391-75.5% | $6,940-70.4% |