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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 | $109,009 | $78,520+38.8% | $96,576+12.9% | $82,448+32.2% |
| Participation rate | 15.2% | 77.7%-62.6pp | 81.4%-66.3pp | 68.1%-52.9pp |
| Annual return | 15.17% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $475 | $6,754-93.0% | $7,956-94.0% | $4,139-88.5% |
| Admin fee / account holder | $3,741 | $13,455-72.2% | $11,381-67.1% | $7,234-48.3% |