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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 | $42,389 | $71,215-40.5% | $93,696-54.8% | $80,935-47.6% |
| Participation rate | 21.1% | 60.4%-39.3pp | 68.7%-47.7pp | 67.7%-46.6pp |
| Annual return | 13.40% | 11.27%+2.1pp | 133.74%-120.3pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,171 | $4,037-71.0% | $4,417-73.5% | $4,299-72.8% |
| Admin fee / account holder | $4,113 | $6,958-40.9% | $8,287-50.4% | $6,924-40.6% |