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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 | $138,211 | $101,795+35.8% | $165,100-16.3% | $80,959+70.7% |
| Participation rate | 51.4% | 71.8%-20.4pp | 78.6%-27.2pp | 67.7%-16.2pp |
| Annual return | 17.14% | 16.73%+0.4pp | 70.21%-53.1pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,344 | $2,954-54.5% | $4,348-69.1% | $2,757-51.2% |
| Participant deferral / active EE | $1,702 | $4,476-62.0% | $6,035-71.8% | $4,300-60.4% |
| Admin fee / account holder | $1,748 | $8,221-78.7% | $12,696-86.2% | $6,925-74.8% |