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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 | $69,984 | $65,367+7.1% | $92,915-24.7% | $72,976-4.1% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 27.19% | 42.11%-14.9pp | 109.45%-82.3pp | 81.02%-53.8pp |
| Employer contribution / active EE | $808 | $2,594-68.8% | $3,653-77.9% | $2,440-66.9% |
| Participant deferral / active EE | $1,285 | $3,128-58.9% | $4,238-69.7% | $3,608-64.4% |
| Admin fee / account holder | $1,129 | $4,251-73.4% | $5,796-80.5% | $5,124-78.0% |