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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 | $99,955 | $87,059+14.8% | $105,608-5.4% | $80,925+23.5% |
| Participation rate | 16.7% | 70.4%-53.8pp | 75.3%-58.6pp | 67.7%-51.0pp |
| Annual return | 15.12% | 17.05%-1.9pp | 116.50%-101.4pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $653 | $3,986-83.6% | $5,010-87.0% | $4,299-84.8% |
| Admin fee / account holder | $3,372 | $8,443-60.1% | $11,028-69.4% | $6,940-51.4% |