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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 | $66,324 | $60,349+9.9% | $74,184-10.6% | $62,881+5.5% |
| Participation rate | 36.2% | 72.7%-36.6pp | 76.6%-40.4pp | 69.3%-33.1pp |
| Annual return | 11.42% | 21.38%-10.0pp | 17.74%-6.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $559 | $2,856-80.4% | $3,550-84.2% | $3,203-82.5% |
| Admin fee / account holder | $2,308 | $4,261-45.8% | $5,586-58.7% | $4,296-46.3% |