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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 | $120,773 | $100,970+19.6% | $96,576+25.1% | $137,256-12.0% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 13.46% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $948 | $3,809-75.1% | $3,553-73.3% | $4,156-77.2% |
| Participant deferral / active EE | $1,895 | $8,286-77.1% | $7,956-76.2% | $6,407-70.4% |
| Admin fee / account holder | $1,085 | $11,312-90.4% | $11,381-90.5% | $12,270-91.2% |