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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 | $60,072 | $62,166-3.4% | $81,353-26.2% | $74,459-19.3% |
| Participation rate | 23.2% | 64.1%-40.8pp | 69.5%-46.3pp | 67.2%-44.0pp |
| Annual return | 18.57% | 16.50%+2.1pp | 24.82%-6.2pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $863 | $3,223-73.2% | $3,885-77.8% | $4,350-80.1% |
| Admin fee / account holder | $6,178 | $1,925+221.0% | $5,766+7.1% | $1,945+217.7% |