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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 | $59,362 | $49,025+21.1% | $87,502-32.2% | $62,881-5.6% |
| Participation rate | 18.9% | 64.9%-46.0pp | 73.8%-54.9pp | 69.3%-50.4pp |
| Annual return | 5.89% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $766 | $1,372-44.2% | $2,550-70.0% | $2,281-66.4% |
| Participant deferral / active EE | $771 | $2,289-66.3% | $3,149-75.5% | $3,203-75.9% |
| Admin fee / account holder | $461 | $4,065-88.7% | $4,221-89.1% | $4,296-89.3% |