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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 | $22,540 | $50,860-55.7% | $155,574-85.5% | $77,714-71.0% |
| Participation rate | 7.7% | 63.1%-55.4pp | 78.2%-70.5pp | 70.6%-62.9pp |
| Annual return | 19.09% | 34.86%-15.8pp | 64.87%-45.8pp | 31.26%-12.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $298 | $2,825-89.5% | $5,629-94.7% | $4,649-93.6% |
| Admin fee / account holder | $3,571 | $436+718.2% | $15,914-77.6% | $433+724.3% |