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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 | $86,529 | $58,627+47.6% | $76,735+12.8% | $82,448+4.9% |
| Participation rate | 25.7% | 63.2%-37.5pp | 69.5%-43.8pp | 68.1%-42.4pp |
| Annual return | 14.15% | 39.10%-24.9pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $727 | $1,729-57.9% | $2,454-70.4% | $2,551-71.5% |
| Participant deferral / active EE | $957 | $3,134-69.5% | $4,088-76.6% | $4,139-76.9% |
| Admin fee / account holder | $17,348 | $5,323+225.9% | $7,189+141.3% | $7,234+139.8% |