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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 | $174,835 | $55,713+213.8% | $75,894+130.4% | $72,983+139.6% |
| Participation rate | 10.3% | 61.1%-50.9pp | 69.3%-59.0pp | 69.5%-59.2pp |
| Annual return | 20.62% | 27.60%-7.0pp | 30.76%-10.1pp | 81.01%-60.4pp |
| Employer contribution / active EE | $617 | $1,687-63.4% | $2,501-75.3% | $2,440-74.7% |
| Participant deferral / active EE | $707 | $2,634-73.1% | $3,603-80.4% | $3,608-80.4% |
| Admin fee / account holder | $683 | $3,980-82.8% | $5,420-87.4% | $5,124-86.7% |