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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 | $72,962 | $65,361+11.6% | $92,903-21.5% | $72,9830% |
| Participation rate | 65.4% | 68.3%-2.9pp | 76.0%-10.6pp | 69.5%-4.1pp |
| Annual return | 18.39% | 42.11%-23.7pp | 109.43%-91.0pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $888 | $3,128-71.6% | $4,238-79.0% | $3,608-75.4% |
| Admin fee / account holder | $1,981 | $4,251-53.4% | $5,795-65.8% | $5,124-61.3% |