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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 | $58,913 | $64,010-8.0% | $108,359-45.6% | $64,340-8.4% |
| Participation rate | 11.1% | 49.4%-38.3pp | 70.1%-59.1pp | 55.2%-44.2pp |
| Annual return | 12.81% | 19.74%-6.9pp | 36.89%-24.1pp | 24.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $646 | $2,395-73.0% | $4,137-84.4% | $2,980-78.3% |
| Admin fee / account holder | $9,914 | $4,885+103.0% | $9,741+1.8% | $3,703+167.8% |