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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 | $113,965 | $97,550+16.8% | $120,344-5.3% | $87,485+30.3% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.7%-56.7pp | 68.9%-48.9pp |
| Annual return | 20.60% | 18.41%+2.2pp | 20.30%+0.3pp | 26.06%-5.5pp |
| Employer contribution / active EE | $812 | $2,291-64.5% | $3,020-73.1% | $2,596-68.7% |
| Participant deferral / active EE | $1,831 | $4,230-56.7% | $5,135-64.3% | $4,274-57.2% |
| Admin fee / account holder | $2,410 | $9,543-74.7% | $12,742-81.1% | $7,775-69.0% |