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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 | $123,898+69.6% | $116,538+80.3% | $155,188+35.4% |
| Participation rate | 38.9% | 83.7%-44.8pp | 82.6%-43.7pp | 80.8%-41.9pp |
| Annual return | 13.40% | 16.04%-2.6pp | 17.97%-4.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $782 | $6,400-87.8% | $6,207-87.4% | $6,531-88.0% |
| Admin fee / account holder | $4,164 | $9,174-54.6% | $8,737-52.3% | $14,480-71.2% |