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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 | $51,056 | $85,515-40.3% | $112,040-54.4% | $67,986-24.9% |
| Participation rate | 27.5% | 68.2%-40.8pp | 76.5%-49.0pp | 57.2%-29.8pp |
| Annual return | 13.46% | 29.68%-16.2pp | 24.52%-11.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $954 | $4,014-76.2% | $5,098-81.3% | $3,358-71.6% |
| Admin fee / account holder | $2,509 | $3,774-33.5% | $12,098-79.3% | $3,203-21.7% |