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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 | $67,640 | $58,523+15.6% | $99,479-32.0% | $72,976-7.3% |
| Participation rate | 21.2% | 64.6%-43.4pp | 73.8%-52.6pp | 69.5%-48.3pp |
| Annual return | 21.55% | 28.51%-7.0pp | 30.72%-9.2pp | 81.02%-59.5pp |
| Employer contribution / active EE | $376 | $1,512-75.1% | $2,540-85.2% | $2,440-84.6% |
| Participant deferral / active EE | $1,025 | $2,606-60.7% | $3,619-71.7% | $3,608-71.6% |
| Admin fee / account holder | $492 | $4,102-88.0% | $6,253-92.1% | $5,124-90.4% |