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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 | $138,990 | $72,273+92.3% | $101,275+37.2% | $79,856+74.1% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.48%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $871 | $3,282-73.5% | $4,371-80.1% | $3,741-76.7% |
| Admin fee / account holder | $1,649 | $4,401-62.5% | $5,948-72.3% | $5,306-68.9% |