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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 | $83,323 | $78,428+6.2% | $95,960-13.2% | $79,852+4.3% |
| Participation rate | 26.0% | 73.5%-47.5pp | 77.1%-51.1pp | 69.6%-43.6pp |
| Annual return | 19.06% | 19.37%-0.3pp | 91.63%-72.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,423 | $3,440-58.6% | $4,167-65.8% | $3,740-61.9% |
| Admin fee / account holder | $1,909 | $5,622-66.1% | $6,797-71.9% | $5,306-64.0% |