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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 | $180,239 | $51,638+249.0% | $129,406+39.3% | $80,959+122.6% |
| Participation rate | 9.1% | 56.9%-47.8pp | 69.6%-60.6pp | 67.7%-58.6pp |
| Annual return | 11.87% | 20.78%-8.9pp | 9468.18%-9456.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $482 | $2,670-81.9% | $4,167-88.4% | $4,300-88.8% |
| Admin fee / account holder | $5,338 | $4,313+23.8% | $7,689-30.6% | $6,925-22.9% |