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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 | $130,770 | $77,920+67.8% | $149,723-12.7% | $75,177+73.9% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 14.20% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $670 | $3,138-78.7% | $4,821-86.1% | $2,671-74.9% |
| Participant deferral / active EE | $798 | $3,411-76.6% | $5,682-86.0% | $4,126-80.7% |
| Admin fee / account holder | $1,351 | $5,951-77.3% | $13,215-89.8% | $5,651-76.1% |