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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 | $72,399 | $48,053+50.7% | $84,628-14.5% | $72,975-0.8% |
| Participation rate | 26.7% | 57.6%-30.9pp | 68.2%-41.6pp | 69.5%-42.8pp |
| Annual return | 29.16% | 37.39%-8.2pp | 258.80%-229.6pp | 81.01%-51.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $756 | $2,681-71.8% | $3,900-80.6% | $3,608-79.0% |
| Admin fee / account holder | $337 | $3,395-90.1% | $4,914-93.1% | $5,124-93.4% |