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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 | $87,462 | $65,367+33.8% | $92,915-5.9% | $72,976+19.9% |
| Participation rate | 17.4% | 68.3%-50.9pp | 76.0%-58.6pp | 69.5%-52.0pp |
| Annual return | 20.10% | 42.11%-22.0pp | 109.45%-89.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $846 | $3,128-73.0% | $4,238-80.0% | $3,608-76.5% |
| Admin fee / account holder | $1,702 | $4,251-60.0% | $5,796-70.6% | $5,124-66.8% |