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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 | $64,714 | $56,287+15.0% | $80,977-20.1% | $62,881+2.9% |
| Participation rate | 30.8% | 68.9%-38.2pp | 75.8%-45.0pp | 69.3%-38.5pp |
| Annual return | 5.81% | 22.13%-16.3pp | 17.11%-11.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $533 | $1,943-72.6% | $3,715-85.6% | $2,281-76.6% |
| Participant deferral / active EE | $719 | $4,196-82.9% | $5,696-87.4% | $3,203-77.5% |
| Admin fee / account holder | $6,666 | $3,742+78.1% | $5,517+20.8% | $4,296+55.2% |