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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 | $140,217 | $95,404+47.0% | $113,397+23.7% | $82,637+69.7% |
| Participation rate | 16.0% | 72.8%-56.8pp | 76.5%-60.5pp | 68.1%-52.1pp |
| Annual return | 17.11% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $755 | $2,307-67.3% | $2,977-74.7% | $2,552-70.4% |
| Participant deferral / active EE | $1,325 | $4,220-68.6% | $5,076-73.9% | $4,126-67.9% |
| Admin fee / account holder | $24,383 | $9,168+166.0% | $11,957+103.9% | $7,339+232.2% |