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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 | $54,965 | $68,607-19.9% | $147,027-62.6% | $64,340-14.6% |
| Participation rate | 7.6% | 50.4%-42.9pp | 73.7%-66.2pp | 55.2%-47.7pp |
| Annual return | 20.83% | 13.75%+7.1pp | 20.23%+0.6pp | 24.14%-3.3pp |
| Employer contribution / active EE | $323 | $1,554-79.2% | $3,626-91.1% | $1,862-82.6% |
| Participant deferral / active EE | $686 | $2,402-71.4% | $4,933-86.1% | $2,980-77.0% |
| Admin fee / account holder | $348 | $3,287-89.4% | $12,223-97.2% | $3,703-90.6% |