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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 | $74,892 | $70,486+6.3% | $100,535-25.5% | $79,856-6.2% |
| Participation rate | 54.5% | 73.6%-19.1pp | 79.4%-24.9pp | 69.6%-15.1pp |
| Annual return | 23.51% | 21.90%+1.6pp | 30.90%-7.4pp | 31.71%-8.2pp |
| Employer contribution / active EE | $279 | $2,165-87.1% | $3,419-91.8% | $2,471-88.7% |
| Participant deferral / active EE | $1,596 | $5,182-69.2% | $6,271-74.6% | $3,741-57.3% |
| Admin fee / account holder | $2,199 | $4,480-50.9% | $8,085-72.8% | $5,306-58.6% |