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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 | $73,593 | $56,438+30.4% | $76,902-4.3% | $71,529+2.9% |
| Participation rate | 13.0% | 64.3%-51.3pp | 69.6%-56.6pp | 67.9%-55.0pp |
| Annual return | 17.39% | 19.05%-1.7pp | 37.91%-20.5pp | 28.97%-11.6pp |
| Employer contribution / active EE | $765 | $1,864-59.0% | $2,534-69.8% | $2,590-70.5% |
| Participant deferral / active EE | $1,066 | $3,136-66.0% | $3,833-72.2% | $4,291-75.2% |
| Admin fee / account holder | $11,120 | $1,430+677.5% | $5,479+103.0% | $1,588+600.0% |