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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 | $45,487 | $46,877-3.0% | $122,354-62.8% | $70,126-35.1% |
| Participation rate | 21.1% | 58.2%-37.1pp | 71.6%-50.5pp | 69.5%-48.4pp |
| Annual return | 23.63% | 24.22%-0.6pp | 30.28%-6.6pp | 73.15%-49.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $250 | $2,167-88.5% | $3,287-92.4% | $3,332-92.5% |
| Admin fee / account holder | $642 | $3,324-80.7% | $5,479-88.3% | $4,645-86.2% |