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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 | $103,089 | $89,367+15.4% | $141,191-27.0% | $72,975+41.3% |
| Participation rate | 35.8% | 75.1%-39.3pp | 82.5%-46.6pp | 69.5%-33.6pp |
| Annual return | 28.22% | 111.87%-83.6pp | 71.41%-43.2pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,002 | $3,115-67.8% | $4,736-78.9% | $2,440-59.0% |
| Participant deferral / active EE | $1,410 | $5,419-74.0% | $6,710-79.0% | $3,608-60.9% |
| Admin fee / account holder | $2,884 | $5,957-51.6% | $10,264-71.9% | $5,124-43.7% |