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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 | $114,143 | $81,208+40.6% | $98,920+15.4% | $79,852+42.9% |
| Participation rate | 32.9% | 72.5%-39.6pp | 76.0%-43.1pp | 69.6%-36.7pp |
| Annual return | 16.27% | 60.99%-44.7pp | 196.47%-180.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $860 | $1,960-56.1% | $2,689-68.0% | $2,471-65.2% |
| Participant deferral / active EE | $1,267 | $3,265-61.2% | $4,245-70.2% | $3,740-66.1% |
| Admin fee / account holder | $1,786 | $6,013-70.3% | $6,643-73.1% | $5,306-66.3% |