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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 | $103,906 | $69,590+49.3% | $136,867-24.1% | $94,015+10.5% |
| Participation rate | 8.6% | 66.3%-57.7pp | 74.5%-66.0pp | 70.8%-62.2pp |
| Annual return | 14.21% | 19.62%-5.4pp | 42.97%-28.8pp | 17.84%-3.6pp |
| Employer contribution / active EE | $286 | $2,396-88.1% | $3,547-91.9% | $2,790-89.8% |
| Participant deferral / active EE | $357 | $3,437-89.6% | $4,924-92.7% | $4,249-91.6% |
| Admin fee / account holder | $1,068 | $8,912-88.0% | $10,340-89.7% | $8,951-88.1% |