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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 | $78,178 | $92,041-15.1% | $299,830-73.9% | $94,015-16.8% |
| Participation rate | 32.3% | 71.4%-39.2pp | 78.5%-46.3pp | 70.8%-38.6pp |
| Annual return | 12.58% | 15.24%-2.7pp | 10.58%+2.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,506-100.0% | $5,842-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,075 | $4,287-74.9% | $7,038-84.7% | $4,249-74.7% |
| Admin fee / account holder | $3,786 | $8,997-57.9% | $50,982-92.6% | $8,951-57.7% |