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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 | $71,522 | $87,132-17.9% | $105,624-32.3% | $80,959-11.7% |
| Participation rate | 26.3% | 70.4%-44.1pp | 75.3%-49.0pp | 67.7%-41.4pp |
| Annual return | 15.02% | 17.03%-2.0pp | 116.20%-101.2pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,095 | $3,985-72.5% | $5,013-78.1% | $4,300-74.5% |
| Admin fee / account holder | $3,950 | $8,449-53.2% | $10,961-64.0% | $6,925-43.0% |