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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 | $62,504 | $58,493+6.9% | $84,021-25.6% | $72,975-14.3% |
| Participation rate | 26.9% | 61.2%-34.4pp | 69.0%-42.2pp | 69.5%-42.6pp |
| Annual return | 22.60% | 28.93%-6.3pp | 71.32%-48.7pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $722 | $2,394-69.8% | $3,239-77.7% | $3,608-80.0% |
| Admin fee / account holder | $1,227 | $4,569-73.1% | $6,102-79.9% | $5,124-76.0% |