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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 | $106,675 | $76,551+39.4% | $123,894-13.9% | $62,881+69.6% |
| Participation rate | 30.2% | 73.0%-42.7pp | 81.4%-51.2pp | 69.3%-39.1pp |
| Annual return | 15.72% | 18.68%-3.0pp | 47.52%-31.8pp | 20.14%-4.4pp |
| Employer contribution / active EE | $984 | $2,882-65.8% | $4,617-78.7% | $2,281-56.8% |
| Participant deferral / active EE | $1,929 | $4,840-60.1% | $5,984-67.8% | $3,203-39.8% |
| Admin fee / account holder | $2,608 | $4,826-46.0% | $8,357-68.8% | $4,296-39.3% |