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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 | $71,397 | $74,535-4.2% | $100,712-29.1% | $82,637-13.6% |
| Participation rate | 16.7% | 61.2%-44.5pp | 69.3%-52.6pp | 68.1%-51.4pp |
| Annual return | 13.01% | 18.92%-5.9pp | 33.27%-20.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $872 | $3,074-71.6% | $4,085-78.7% | $4,126-78.9% |
| Admin fee / account holder | $2,444 | $6,576-62.8% | $9,256-73.6% | $7,339-66.7% |