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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 | $74,905 | $72,492+3.3% | $87,102-14.0% | $72,983+2.6% |
| Participation rate | 36.2% | 72.8%-36.6pp | 76.9%-40.6pp | 69.5%-33.3pp |
| Annual return | 22.52% | 24.46%-1.9pp | 28.19%-5.7pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,159 | $3,270-64.6% | $4,048-71.4% | $3,608-67.9% |
| Admin fee / account holder | $3,131 | $5,055-38.1% | $7,491-58.2% | $5,124-38.9% |