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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 | $109,962 | $80,763+36.2% | $102,412+7.4% | $74,459+47.7% |
| Participation rate | 4.4% | 65.7%-61.3pp | 74.5%-70.1pp | 67.2%-62.9pp |
| Annual return | 16.37% | 27.57%-11.2pp | 24.94%-8.6pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $593 | $3,862-84.6% | $5,060-88.3% | $4,350-86.4% |
| Admin fee / account holder | $9,403 | $2,371+296.5% | $8,388+12.1% | $1,945+383.5% |