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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 | $143,980 | $103,966+38.5% | $112,923+27.5% | $75,177+91.5% |
| Participation rate | 60.0% | 75.7%-15.7pp | 80.5%-20.5pp | 67.2%-7.2pp |
| Annual return | 17.83% | 24.54%-6.7pp | 34.13%-16.3pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,058 | $3,870-72.7% | $4,570-76.8% | $2,671-60.4% |
| Participant deferral / active EE | $1,761 | $5,456-67.7% | $6,520-73.0% | $4,126-57.3% |
| Admin fee / account holder | $2,310 | $7,663-69.9% | $7,046-67.2% | $5,651-59.1% |