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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 | $170,253 | $76,696+122.0% | $96,515+76.4% | $71,511+138.1% |
| Participation rate | 28.0% | 66.6%-38.6pp | 74.3%-46.3pp | 67.9%-39.9pp |
| Annual return | 19.67% | 48.32%-28.6pp | 35.73%-16.1pp | 28.86%-9.2pp |
| Employer contribution / active EE | $860 | $3,032-71.6% | $3,740-77.0% | $2,589-66.8% |
| Participant deferral / active EE | $1,479 | $3,770-60.8% | $4,880-69.7% | $4,291-65.5% |
| Admin fee / account holder | $4,332 | $2,030+113.4% | $6,735-35.7% | $1,588+172.7% |