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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 | $231,067 | $81,504+183.5% | $102,437+125.6% | $80,959+185.4% |
| Participation rate | 19.7% | 66.9%-47.1pp | 74.5%-54.8pp | 67.7%-47.9pp |
| Annual return | 14.31% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,151 | $3,104-62.9% | $3,871-70.3% | $2,757-58.2% |
| Participant deferral / active EE | $1,198 | $3,871-69.1% | $5,060-76.3% | $4,300-72.2% |
| Admin fee / account holder | $4,043 | $6,719-39.8% | $8,388-51.8% | $6,925-41.6% |