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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 | $98,267 | $66,459+47.9% | $81,353+20.8% | $77,736+26.4% |
| Participation rate | 16.7% | 68.7%-52.0pp | 69.5%-52.8pp | 70.6%-53.9pp |
| Annual return | 14.46% | 15.95%-1.5pp | 24.82%-10.4pp | 31.26%-16.8pp |
| Employer contribution / active EE | $832 | $2,156-61.4% | $2,464-66.2% | $2,728-69.5% |
| Participant deferral / active EE | $1,286 | $3,674-65.0% | $3,885-66.9% | $4,651-72.4% |
| Admin fee / account holder | $698 | $585+19.3% | $5,766-87.9% | $433+61.1% |