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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 | $93,047 | $88,672+4.9% | $105,223-11.6% | $82,448+12.9% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 22.31% | 30.86%-8.5pp | 180.65%-158.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $815 | $3,048-73.3% | $3,689-77.9% | $2,551-68.0% |
| Participant deferral / active EE | $1,312 | $4,036-67.5% | $5,072-74.1% | $4,139-68.3% |
| Admin fee / account holder | $1,050 | $7,146-85.3% | $8,859-88.1% | $7,234-85.5% |