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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 | $177,275 | $81,476+117.6% | $102,383+73.1% | $80,925+119.1% |
| Participation rate | 26.7% | 66.8%-40.2pp | 74.5%-47.8pp | 67.7%-41.0pp |
| Annual return | 14.78% | 25.59%-10.8pp | 24.94%-10.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $825 | $3,105-73.4% | $3,870-78.7% | $2,756-70.1% |
| Participant deferral / active EE | $1,365 | $3,871-64.7% | $5,060-73.0% | $4,299-68.2% |
| Admin fee / account holder | $70,734 | $6,717+953.0% | $8,391+742.9% | $6,940+919.2% |