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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 | $65,110 | $58,512+11.3% | $84,020-22.5% | $72,983-10.8% |
| Participation rate | 13.5% | 61.2%-47.7pp | 69.0%-55.5pp | 69.5%-56.0pp |
| Annual return | 26.75% | 28.93%-2.2pp | 71.31%-44.6pp | 81.01%-54.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $879 | $2,394-63.3% | $3,239-72.9% | $3,608-75.6% |
| Admin fee / account holder | $1,005 | $4,569-78.0% | $6,101-83.5% | $5,124-80.4% |