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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 | $60,123 | $25,014+140.4% | $69,632-13.7% | $80,959-25.7% |
| Participation rate | 25.0% | 64.2%-39.2pp | 66.4%-41.4pp | 67.7%-42.7pp |
| Annual return | 11.86% | 19.08%-7.2pp | 101.32%-89.5pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $751 | $1,840-59.2% | $2,889-74.0% | $4,300-82.5% |
| Admin fee / account holder | $1,204 | $2,491-51.7% | $4,695-74.4% | $6,925-82.6% |