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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 | $70,146 | $88,707-20.9% | $74,184-5.4% | $273,972-74.4% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 5.22% | 11.94%-6.7pp | 17.74%-12.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $927 | $4,212-78.0% | $3,550-73.9% | $5,287-82.5% |
| Admin fee / account holder | $3,881 | $8,717-55.5% | $5,586-30.5% | $10,133-61.7% |