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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 | $94,255 | $68,586+37.4% | $120,380-21.7% | $80,911+16.5% |
| Participation rate | 22.9% | 61.6%-38.7pp | 71.9%-49.1pp | 67.6%-44.8pp |
| Annual return | 26.51% | 23.62%+2.9pp | 107.28%-80.8pp | 35.63%-9.1pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $413 | $3,174-87.0% | $4,992-91.7% | $4,297-90.4% |
| Admin fee / account holder | $7,120 | $5,733+24.2% | $9,421-24.4% | $6,935+2.7% |