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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 | $90,847 | $83,369+9.0% | $105,223-13.7% | $67,986+33.6% |
| Participation rate | 37.7% | 56.3%-18.6pp | 75.0%-37.3pp | 57.2%-19.5pp |
| Annual return | 15.12% | 24.64%-9.5pp | 180.65%-165.5pp | 31.67%-16.5pp |
| Employer contribution / active EE | $934 | $2,541-63.2% | $3,689-74.7% | $2,019-53.7% |
| Participant deferral / active EE | $1,396 | $3,295-57.6% | $5,072-72.5% | $3,358-58.4% |
| Admin fee / account holder | $1,523 | $4,073-62.6% | $8,859-82.8% | $3,203-52.4% |