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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 | $84,128 | $77,472+8.6% | $100,415-16.2% | $80,959+3.9% |
| Participation rate | 60.7% | 76.9%-16.2pp | 81.5%-20.8pp | 67.7%-7.0pp |
| Annual return | 18.11% | 37.26%-19.1pp | 49.47%-31.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $836 | $2,800-70.2% | $3,943-78.8% | $2,757-69.7% |
| Participant deferral / active EE | $2,383 | $6,818-65.0% | $8,091-70.5% | $4,300-44.6% |
| Admin fee / account holder | $9,797 | $5,885+66.5% | $7,906+23.9% | $6,925+41.5% |