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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 | $141,304 | $69,383+103.7% | $101,271+39.5% | $73,493+92.3% |
| Participation rate | 16.2% | 68.4%-52.2pp | 75.8%-59.6pp | 70.7%-54.5pp |
| Annual return | 14.64% | 18.46%-3.8pp | 46.48%-31.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $912 | $2,628-65.3% | $3,660-75.1% | $2,270-59.8% |
| Participant deferral / active EE | $997 | $3,301-69.8% | $4,371-77.2% | $3,740-73.3% |
| Admin fee / account holder | $8,135 | $704+1055.9% | $5,948+36.8% | $513+1485.5% |