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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 | $109,572 | $88,672+23.6% | $105,223+4.1% | $82,448+32.9% |
| Participation rate | 18.6% | 67.9%-49.3pp | 75.0%-56.4pp | 68.1%-49.4pp |
| Annual return | 18.93% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $865 | $3,048-71.6% | $3,689-76.5% | $2,551-66.1% |
| Participant deferral / active EE | $1,206 | $4,036-70.1% | $5,072-76.2% | $4,139-70.9% |
| Admin fee / account holder | $9,120 | $7,146+27.6% | $8,859+2.9% | $7,234+26.1% |