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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 | $172,030 | $111,814+53.9% | $103,378+66.4% | $145,978+17.8% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 16.88% | 24.80%-7.9pp | 24.91%-8.0pp | 550.52%-533.6pp |
| Employer contribution / active EE | $5,531 | $4,215+31.2% | $3,870+42.9% | $4,662+18.6% |
| Participant deferral / active EE | $547 | $5,618-90.3% | $5,058-89.2% | $6,690-91.8% |
| Admin fee / account holder | $4,053 | $9,764-58.5% | $8,401-51.8% | $13,400-69.8% |