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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 | $91,413 | $89,259+2.4% | $107,187-14.7% | $82,637+10.6% |
| Participation rate | 22.5% | 67.9%-45.4pp | 75.0%-52.5pp | 68.1%-45.6pp |
| Annual return | 18.22% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $860 | $3,080-72.1% | $3,782-77.3% | $2,552-66.3% |
| Participant deferral / active EE | $1,328 | $4,037-67.1% | $5,096-73.9% | $4,126-67.8% |
| Admin fee / account holder | $9,373 | $7,381+27.0% | $9,162+2.3% | $7,339+27.7% |