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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 | $63,033 | $76,551-17.7% | $123,894-49.1% | $62,881+0.2% |
| Participation rate | 35.4% | 73.0%-37.6pp | 81.4%-46.0pp | 69.3%-33.9pp |
| Annual return | 7.41% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $564 | $2,882-80.4% | $4,617-87.8% | $2,281-75.3% |
| Participant deferral / active EE | $1,517 | $4,840-68.7% | $5,984-74.7% | $3,203-52.6% |
| Admin fee / account holder | $389 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |