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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 | $68,011 | $51,466+32.1% | $78,778-13.7% | $62,293+9.2% |
| Participation rate | 15.4% | 59.8%-44.4pp | 69.2%-53.8pp | 69.5%-54.1pp |
| Annual return | 14.45% | 19.96%-5.5pp | 35.62%-21.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $672 | $2,147-68.7% | $2,958-77.3% | $3,169-78.8% |
| Admin fee / account holder | $4,951 | $489+911.7% | $5,134-3.6% | $479+932.8% |