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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 | $73,787+53.3% | $98,716+14.6% | $82,448+37.2% |
| Participation rate | 32.8% | 61.4%-28.6pp | 69.3%-36.5pp | 68.1%-35.3pp |
| Annual return | 16.16% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $793 | $1,511-47.5% | $2,279-65.2% | $2,551-68.9% |
| Participant deferral / active EE | $986 | $3,081-68.0% | $4,048-75.6% | $4,139-76.2% |
| Admin fee / account holder | $2,427 | $6,500-62.7% | $8,703-72.1% | $7,234-66.4% |