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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 | $113,092 | $83,898+34.8% | $133,346-15.2% | $94,015+20.3% |
| Participation rate | 32.8% | 63.4%-30.6pp | 72.8%-40.1pp | 70.8%-38.0pp |
| Annual return | 16.16% | 16.00%+0.2pp | 36.85%-20.7pp | 17.84%-1.7pp |
| Employer contribution / active EE | $793 | $1,821-56.4% | $2,853-72.2% | $2,790-71.6% |
| Participant deferral / active EE | $986 | $3,245-69.6% | $4,332-77.2% | $4,249-76.8% |
| Admin fee / account holder | $2,427 | $7,809-68.9% | $14,264-83.0% | $8,951-72.9% |