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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 | $107,285 | $86,940+23.4% | $102,434+4.7% | $80,935+32.6% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 15.75% | 18.89%-3.1pp | 29.46%-13.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $800 | $2,370-66.3% | $3,023-73.6% | $2,757-71.0% |
| Participant deferral / active EE | $901 | $4,121-78.1% | $5,055-82.2% | $4,299-79.0% |
| Admin fee / account holder | $2,679 | $8,047-66.7% | $9,462-71.7% | $6,924-61.3% |