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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 | $216,643 | $88,707+144.2% | $74,184+192.0% | $273,972-20.9% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 9.09% | 11.94%-2.9pp | 17.74%-8.6pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $395 | $4,212-90.6% | $3,550-88.9% | $5,287-92.5% |
| Admin fee / account holder | $18,708 | $8,717+114.6% | $5,586+234.9% | $10,133+84.6% |