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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 | $79,596 | $76,371+4.2% | $93,621-15.0% | $72,975+9.1% |
| Participation rate | 46.3% | 71.8%-25.4pp | 75.8%-29.5pp | 69.5%-23.1pp |
| Annual return | 21.45% | 25.82%-4.4pp | 32.76%-11.3pp | 81.01%-59.6pp |
| Employer contribution / active EE | $855 | $2,276-62.4% | $2,719-68.5% | $2,440-65.0% |
| Participant deferral / active EE | $1,133 | $3,538-68.0% | $4,070-72.2% | $3,608-68.6% |
| Admin fee / account holder | $2,184 | $6,839-68.1% | $7,890-72.3% | $5,124-57.4% |