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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 | $168,945 | $147,556+14.5% | $129,031+30.9% | $198,609-14.9% |
| Participation rate | 42.9% | 77.2%-34.4pp | 73.4%-30.5pp | 82.4%-39.5pp |
| Annual return | 35.89% | 37.41%-1.5pp | 34.67%+1.2pp | 202.70%-166.8pp |
| Employer contribution / active EE | $1,113 | $3,645-69.5% | $3,226-65.5% | $5,055-78.0% |
| Participant deferral / active EE | $1,178 | $5,760-79.5% | $5,217-77.4% | $6,977-83.1% |
| Admin fee / account holder | $499 | $15,467-96.8% | $13,208-96.2% | $19,030-97.4% |