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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 | $13,151 | $106,247-87.6% | $96,515-86.4% | $139,466-90.6% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.3%-39.3pp | 80.3%-45.3pp |
| Annual return | 12.57% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $702 | $5,456-87.1% | $4,880-85.6% | $6,712-89.5% |
| Admin fee / account holder | $3,294 | $7,885-58.2% | $6,735-51.1% | $11,409-71.1% |