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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 | $135,351 | $65,041+108.1% | $90,965+48.8% | $79,858+69.5% |
| Participation rate | 19.2% | 61.6%-42.4pp | 69.0%-49.8pp | 69.6%-50.4pp |
| Annual return | 13.26% | 30.45%-17.2pp | 134.57%-121.3pp | 31.72%-18.5pp |
| Employer contribution / active EE | $280 | $1,247-77.5% | $2,122-86.8% | $2,471-88.7% |
| Participant deferral / active EE | $914 | $2,512-63.6% | $3,373-72.9% | $3,740-75.6% |
| Admin fee / account holder | $573 | $4,536-87.4% | $5,960-90.4% | $5,306-89.2% |