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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 | $60,772 | $49,025+24.0% | $87,502-30.5% | $62,881-3.4% |
| Participation rate | 18.2% | 64.9%-46.7pp | 73.8%-55.7pp | 69.3%-51.1pp |
| Annual return | 7.53% | 10.02%-2.5pp | 12.21%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $301 | $1,372-78.0% | $2,550-88.2% | $2,281-86.8% |
| Participant deferral / active EE | $600 | $2,289-73.8% | $3,149-80.9% | $3,203-81.3% |
| Admin fee / account holder | $5,059 | $4,065+24.4% | $4,221+19.9% | $4,296+17.8% |