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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 | $71,244 | $54,541+30.6% | $78,778-9.6% | $70,126+1.6% |
| Participation rate | 32.1% | 60.8%-28.7pp | 69.2%-37.0pp | 69.5%-37.4pp |
| Annual return | 16.71% | 21.07%-4.4pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $681 | $1,089-37.4% | $1,986-65.7% | $2,343-70.9% |
| Participant deferral / active EE | $952 | $2,210-56.9% | $2,958-67.8% | $3,332-71.4% |
| Admin fee / account holder | $1,040 | $3,709-71.9% | $5,134-79.7% | $4,645-77.6% |