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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 | $50,135 | $48,078+4.3% | $78,676-36.3% | $62,881-20.3% |
| Participation rate | 15.4% | 65.2%-49.8pp | 73.6%-58.2pp | 69.3%-53.9pp |
| Annual return | 4.83% | 31.36%-26.5pp | 62.19%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $490 | $2,015-75.7% | $2,850-82.8% | $2,281-78.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,152 | $3,206+435.0% | $4,510+280.3% | $4,296+299.3% |