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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 | $51,512 | $67,602-23.8% | $82,312-37.4% | $70,126-26.5% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 13.12% | 21.57%-8.4pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $760 | $2,987-74.6% | $3,706-79.5% | $3,332-77.2% |
| Admin fee / account holder | $8,288 | $4,512+83.7% | $5,608+47.8% | $4,645+78.4% |