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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 | $46,443 | $130,294-64.4% | $170,043-72.7% | $71,511-35.1% |
| Participation rate | 33.1% | 86.2%-53.1pp | 87.0%-54.0pp | 67.9%-34.9pp |
| Annual return | 18.23% | 20.36%-2.1pp | 53.40%-35.2pp | 28.86%-10.6pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,063 | $6,928-55.8% | $10,410-70.6% | $4,291-28.6% |
| Admin fee / account holder | $4,962 | $966+413.5% | $12,824-61.3% | $1,588+212.3% |