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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 | $150,334 | $73,988+103.2% | $96,538+55.7% | $75,177+100.0% |
| Participation rate | 11.7% | 66.4%-54.7pp | 74.3%-62.7pp | 67.2%-55.5pp |
| Annual return | 19.92% | 26.73%-6.8pp | 35.74%-15.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $1,136 | $2,930-61.2% | $3,740-69.6% | $2,671-57.5% |
| Participant deferral / active EE | $1,184 | $3,660-67.6% | $4,880-75.7% | $4,126-71.3% |
| Admin fee / account holder | $1,006 | $5,220-80.7% | $6,737-85.1% | $5,651-82.2% |