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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 | $65,997 | $81,487-19.0% | $102,412-35.6% | $80,935-18.5% |
| Participation rate | 11.8% | 66.8%-55.1pp | 74.5%-62.7pp | 67.7%-55.9pp |
| Annual return | 60.46% | 25.60%+34.9pp | 24.94%+35.5pp | 35.66%+24.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,331 | $3,871-65.6% | $5,060-73.7% | $4,299-69.0% |
| Admin fee / account holder | $914 | $6,717-86.4% | $8,388-89.1% | $6,924-86.8% |