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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 | $210,114 | $124,213+69.2% | $118,106+77.9% | $154,746+35.8% |
| Participation rate | 38.9% | 83.6%-44.7pp | 81.9%-43.0pp | 80.7%-41.8pp |
| Annual return | 13.40% | 18.29%-4.9pp | 19.44%-6.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $782 | $6,859-88.6% | $6,619-88.2% | $6,730-88.4% |
| Admin fee / account holder | $4,164 | $9,627-56.7% | $8,973-53.6% | $14,365-71.0% |