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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 | $93,585 | $156,398-40.2% | $147,318-36.5% | $138,895-32.6% |
| Participation rate | 23.1% | 83.8%-60.7pp | 82.1%-59.0pp | 79.9%-56.8pp |
| Annual return | 14.03% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,455 | $8,237-70.2% | $7,906-69.0% | $6,396-61.6% |
| Admin fee / account holder | $5,193 | $14,976-65.3% | $13,708-62.1% | $12,562-58.7% |