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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 | $158,761 | $57,061+178.2% | $85,063+86.6% | $80,911+96.2% |
| Participation rate | 14.8% | 56.3%-41.5pp | 67.5%-52.7pp | 67.6%-52.8pp |
| Annual return | 15.35% | 21.66%-6.3pp | 66.54%-51.2pp | 35.63%-20.3pp |
| Employer contribution / active EE | $352 | $1,799-80.4% | $2,727-87.1% | $2,756-87.2% |
| Participant deferral / active EE | $656 | $3,110-78.9% | $4,523-85.5% | $4,297-84.7% |
| Admin fee / account holder | $1,032 | $4,986-79.3% | $6,155-83.2% | $6,935-85.1% |