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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 | $153,341 | $72,273+112.2% | $101,275+51.4% | $79,856+92.0% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 12.20% | 22.30%-10.1pp | 46.48%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,944 | $2,691+9.4% | $3,660-19.6% | $2,471+19.1% |
| Participant deferral / active EE | $1,343 | $3,282-59.1% | $4,371-69.3% | $3,741-64.1% |
| Admin fee / account holder | $787 | $4,401-82.1% | $5,948-86.8% | $5,306-85.2% |