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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 | $153,013 | $77,962+96.3% | $178,540-14.3% | $80,935+89.1% |
| Participation rate | 13.8% | 65.7%-51.8pp | 77.1%-63.3pp | 67.7%-53.8pp |
| Annual return | 15.14% | 18.10%-3.0pp | 27.15%-12.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $566 | $2,280-75.2% | $3,953-85.7% | $2,757-79.5% |
| Participant deferral / active EE | $1,225 | $4,404-72.2% | $6,281-80.5% | $4,299-71.5% |
| Admin fee / account holder | $2,634 | $7,156-63.2% | $10,424-74.7% | $6,924-62.0% |