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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 | $131,202 | $94,031+39.5% | $115,768+13.3% | $82,448+59.1% |
| Participation rate | 38.5% | 70.4%-32.0pp | 74.4%-35.9pp | 68.1%-29.6pp |
| Annual return | 16.99% | 20.61%-3.6pp | 100.46%-83.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $677 | $2,323-70.9% | $2,940-77.0% | $2,551-73.5% |
| Participant deferral / active EE | $1,646 | $3,972-58.6% | $4,917-66.5% | $4,139-60.2% |
| Admin fee / account holder | $3,238 | $10,249-68.4% | $12,439-74.0% | $7,234-55.2% |