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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 | $99,938 | $88,672+12.7% | $105,223-5.0% | $82,448+21.2% |
| Participation rate | 30.3% | 67.9%-37.6pp | 75.0%-44.7pp | 68.1%-37.8pp |
| Annual return | 17.76% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $963 | $3,048-68.4% | $3,689-73.9% | $2,551-62.2% |
| Participant deferral / active EE | $1,230 | $4,036-69.5% | $5,072-75.7% | $4,139-70.3% |
| Admin fee / account holder | $915 | $7,146-87.2% | $8,859-89.7% | $7,234-87.4% |