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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 | $79,796 | $76,371+4.5% | $93,621-14.8% | $72,975+9.3% |
| Participation rate | 35.6% | 71.8%-36.1pp | 75.8%-40.2pp | 69.5%-33.9pp |
| Annual return | 20.57% | 25.82%-5.3pp | 32.76%-12.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $702 | $2,276-69.2% | $2,719-74.2% | $2,440-71.2% |
| Participant deferral / active EE | $916 | $3,538-74.1% | $4,070-77.5% | $3,608-74.6% |
| Admin fee / account holder | $3,851 | $6,839-43.7% | $7,890-51.2% | $5,124-24.8% |