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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 | $91,951 | $88,203+4.2% | $165,100-44.3% | $74,478+23.5% |
| Participation rate | 17.6% | 73.1%-55.5pp | 78.6%-61.0pp | 67.2%-49.6pp |
| Annual return | 13.79% | 17.13%-3.3pp | 70.21%-56.4pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $985 | $2,601-62.1% | $4,348-77.3% | $2,626-62.5% |
| Participant deferral / active EE | $2,067 | $4,505-54.1% | $6,035-65.8% | $4,350-52.5% |
| Admin fee / account holder | $977 | $2,235-56.3% | $12,696-92.3% | $1,946-49.8% |