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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 | $106,267-87.6% | $96,520-86.4% | $139,456-90.6% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.3%-39.3pp | 80.3%-45.3pp |
| Annual return | 12.57% | 38.45%-25.9pp | 35.72%-23.1pp | 373.45%-360.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $702 | $5,454-87.1% | $4,879-85.6% | $6,711-89.5% |
| Admin fee / account holder | $3,294 | $7,882-58.2% | $6,733-51.1% | $11,407-71.1% |