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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 | $140,994 | $76,834+83.5% | $108,359+30.1% | $87,485+61.2% |
| Participation rate | 2.6% | 61.7%-59.2pp | 70.1%-67.6pp | 68.9%-66.4pp |
| Annual return | 24.57% | 19.09%+5.5pp | 36.89%-12.3pp | 26.06%-1.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $526 | $3,100-83.0% | $4,137-87.3% | $4,274-87.7% |
| Admin fee / account holder | $553 | $6,537-91.5% | $9,741-94.3% | $7,775-92.9% |