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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 | $56,193 | $55,684+0.9% | $75,900-26.0% | $72,976-23.0% |
| Participation rate | 28.1% | 61.1%-33.1pp | 69.3%-41.2pp | 69.5%-41.4pp |
| Annual return | 23.95% | 27.60%-3.6pp | 30.73%-6.8pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $569 | $2,634-78.4% | $3,604-84.2% | $3,608-84.2% |
| Admin fee / account holder | $2,373 | $3,981-40.4% | $5,421-56.2% | $5,124-53.7% |