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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 | $107,169 | $103,164+3.9% | $90,259+18.7% | $154,746-30.7% |
| Participation rate | 17.6% | 76.1%-58.4pp | 70.7%-53.1pp | 80.7%-63.1pp |
| Annual return | 13.41% | 19.25%-5.8pp | 18.88%-5.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $137 | $4,422-96.9% | $3,827-96.4% | $6,730-98.0% |
| Admin fee / account holder | $12,816 | $8,593+49.1% | $7,267+76.4% | $14,365-10.8% |