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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 | $40,959 | $65,041-37.0% | $90,965-55.0% | $79,858-48.7% |
| Participation rate | 16.7% | 61.6%-44.9pp | 69.0%-52.3pp | 69.6%-53.0pp |
| Annual return | 16.04% | 30.45%-14.4pp | 134.57%-118.5pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $852 | $2,512-66.1% | $3,373-74.7% | $3,740-77.2% |
| Admin fee / account holder | $1,083 | $4,536-76.1% | $5,960-81.8% | $5,306-79.6% |