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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 | $116,754 | $93,055+25.5% | $153,643-24.0% | $80,935+44.3% |
| Participation rate | 52.4% | 69.0%-16.6pp | 77.1%-24.7pp | 67.7%-15.3pp |
| Annual return | 12.39% | 19.97%-7.6pp | 15.71%-3.3pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,039-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,158 | $5,172-77.6% | $6,754-82.9% | $4,299-73.1% |
| Admin fee / account holder | $5,553 | $8,881-37.5% | $12,739-56.4% | $6,924-19.8% |