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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 | $102,825 | $93,598+9.9% | $135,974-24.4% | $75,173+36.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 81.9%-44.4pp | 67.2%-29.7pp |
| Annual return | 18.04% | 30.89%-12.8pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,297 | $6,405-64.1% | $7,760-70.4% | $4,126-44.3% |
| Admin fee / account holder | $2,245 | $6,978-67.8% | $10,767-79.2% | $5,651-60.3% |