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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 | $150,840 | $60,349+149.9% | $74,184+103.3% | $62,881+139.9% |
| Participation rate | 33.3% | 72.7%-39.4pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 5.09% | 21.38%-16.3pp | 17.74%-12.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,060 | $2,856-62.9% | $3,550-70.1% | $3,203-66.9% |
| Admin fee / account holder | $1,010 | $4,261-76.3% | $5,586-81.9% | $4,296-76.5% |