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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 | $42,534 | $46,297-8.1% | $71,671-40.7% | $62,293-31.7% |
| Participation rate | 6.2% | 60.6%-54.4pp | 68.7%-62.6pp | 69.5%-63.3pp |
| Annual return | 13.17% | 22.32%-9.2pp | 20.65%-7.5pp | 28.90%-15.7pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $242 | $2,235-89.2% | $3,438-93.0% | $3,169-92.4% |
| Admin fee / account holder | $767 | $461+66.4% | $5,558-86.2% | $479+59.9% |