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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 | $71,404 | $65,041+9.8% | $90,965-21.5% | $79,858-10.6% |
| Participation rate | 18.4% | 61.6%-43.2pp | 69.0%-50.6pp | 69.6%-51.2pp |
| Annual return | 12.89% | 30.45%-17.6pp | 134.57%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $903 | $2,512-64.1% | $3,373-73.2% | $3,740-75.9% |
| Admin fee / account holder | $1,155 | $4,536-74.5% | $5,960-80.6% | $5,306-78.2% |