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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 | $47,112 | $76,551-38.5% | $123,894-62.0% | $62,881-25.1% |
| Participation rate | 21.7% | 73.0%-51.2pp | 81.4%-59.7pp | 69.3%-47.6pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,977 | $4,840-59.2% | $5,984-67.0% | $3,203-38.3% |
| Admin fee / account holder | $1,587 | $4,826-67.1% | $8,357-81.0% | $4,296-63.1% |