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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 | $52,377 | $101,778-48.5% | $164,975-68.3% | $80,925-35.3% |
| Participation rate | 23.5% | 71.8%-48.3pp | 78.6%-55.1pp | 67.7%-44.1pp |
| Annual return | 26.77% | 16.73%+10.0pp | 70.12%-43.4pp | 35.65%-8.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,341 | $4,477-70.1% | $6,033-77.8% | $4,299-68.8% |
| Admin fee / account holder | $480 | $8,221-94.2% | $12,688-96.2% | $6,940-93.1% |