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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 | $48,916 | $48,053+1.8% | $84,637-42.2% | $72,976-33.0% |
| Participation rate | 22.0% | 57.6%-35.6pp | 68.2%-46.3pp | 69.5%-47.5pp |
| Annual return | 17.95% | 37.39%-19.4pp | 258.82%-240.9pp | 81.02%-63.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $735 | $2,681-72.6% | $3,900-81.2% | $3,608-79.6% |
| Admin fee / account holder | $6,851 | $3,395+101.8% | $4,914+39.4% | $5,124+33.7% |