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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 | $54,119 | $95,084-43.1% | $140,514-61.5% | $69,733-22.4% |
| Participation rate | 14.5% | 68.7%-54.2pp | 77.8%-63.3pp | 62.5%-48.0pp |
| Annual return | 10.92% | 18.56%-7.6pp | 14.36%-3.4pp | 15.22%-4.3pp |
| Employer contribution / active EE | $0 | $2,405-100.0% | $3,378-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $464 | $3,868-88.0% | $4,919-90.6% | $3,054-84.8% |
| Admin fee / account holder | $5,630 | $4,885+15.3% | $13,697-58.9% | $3,102+81.5% |