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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 | $132,676 | $101,798+30.3% | $165,071-19.6% | $80,935+63.9% |
| Participation rate | 35.9% | 71.8%-35.9pp | 78.6%-42.7pp | 67.7%-31.8pp |
| Annual return | 11.07% | 16.73%-5.7pp | 70.17%-59.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $966 | $2,954-67.3% | $4,347-77.8% | $2,757-65.0% |
| Participant deferral / active EE | $1,040 | $4,476-76.8% | $6,035-82.8% | $4,299-75.8% |
| Admin fee / account holder | $2,905 | $8,221-64.7% | $12,695-77.1% | $6,924-58.1% |