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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 | $35,540 | $32,425+9.6% | $74,577-52.3% | $55,167-35.6% |
| Participation rate | 10.2% | 54.0%-43.8pp | 68.1%-57.9pp | 69.0%-58.8pp |
| Annual return | 8.67% | 10.63%-2.0pp | 20.47%-11.8pp | 169.23%-160.6pp |
| Employer contribution / active EE | $225 | $1,043-78.4% | $2,525-91.1% | $1,963-88.5% |
| Participant deferral / active EE | $464 | $1,995-76.8% | $3,458-86.6% | $3,054-84.8% |
| Admin fee / account holder | $2,063 | $748+175.6% | $4,138-50.2% | $504+309.3% |