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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 | $214,801 | $107,666+99.5% | $102,184+110.2% | $154,746+38.8% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 14.67% | 29.33%-14.7pp | 31.58%-16.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,114 | $8,719-87.2% | $8,309-86.6% | $6,730-83.4% |
| Admin fee / account holder | $3,329 | $12,943-74.3% | $11,609-71.3% | $14,365-76.8% |