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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 | $104,783 | $76,696+36.6% | $96,515+8.6% | $71,511+46.5% |
| Participation rate | 15.0% | 66.6%-51.6pp | 74.3%-59.3pp | 67.9%-52.9pp |
| Annual return | 19.27% | 48.32%-29.0pp | 35.73%-16.5pp | 28.86%-9.6pp |
| Employer contribution / active EE | $982 | $3,032-67.6% | $3,740-73.7% | $2,589-62.1% |
| Participant deferral / active EE | $1,360 | $3,770-63.9% | $4,880-72.1% | $4,291-68.3% |
| Admin fee / account holder | $2,824 | $2,030+39.1% | $6,735-58.1% | $1,588+77.8% |