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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 | $77,460+8.6% | $100,378-16.2% | $80,925+4.0% |
| Participation rate | 60.7% | 76.9%-16.2pp | 81.5%-20.8pp | 67.7%-6.9pp |
| Annual return | 18.11% | 37.24%-19.1pp | 49.41%-31.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $836 | $2,801-70.2% | $3,942-78.8% | $2,756-69.7% |
| Participant deferral / active EE | $2,383 | $6,818-65.0% | $8,087-70.5% | $4,299-44.6% |
| Admin fee / account holder | $9,797 | $5,887+66.4% | $7,899+24.0% | $6,940+41.2% |