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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 | $76,834+47.2% | $108,359+4.4% | $87,485+29.3% |
| Participation rate | 32.8% | 61.7%-28.9pp | 70.1%-37.3pp | 68.9%-36.1pp |
| Annual return | 16.16% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $793 | $1,556-49.0% | $2,399-66.9% | $2,596-69.4% |
| Participant deferral / active EE | $986 | $3,100-68.2% | $4,137-76.2% | $4,274-76.9% |
| Admin fee / account holder | $2,427 | $6,537-62.9% | $9,741-75.1% | $7,775-68.8% |