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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 | $171,284 | $136,860+25.2% | $120,344+42.3% | $154,746+10.7% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 16.45% | 21.38%-4.9pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,426 | $3,533-59.6% | $3,020-52.8% | $4,379-67.4% |
| Participant deferral / active EE | $1,782 | $5,793-69.2% | $5,135-65.3% | $6,730-73.5% |
| Admin fee / account holder | $672 | $15,393-95.6% | $12,742-94.7% | $14,365-95.3% |