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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 | $63,059 | $81,457-22.6% | $103,378-39.0% | $80,911-22.1% |
| Participation rate | 52.9% | 66.8%-13.9pp | 74.5%-21.6pp | 67.6%-14.7pp |
| Annual return | 15.12% | 25.58%-10.5pp | 24.91%-9.8pp | 35.63%-20.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,522 | $3,871-60.7% | $5,058-69.9% | $4,297-64.6% |
| Admin fee / account holder | $626 | $6,717-90.7% | $8,401-92.5% | $6,935-91.0% |