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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 | $21,156 | $37,436-43.5% | $77,513-72.7% | $79,858-73.5% |
| Participation rate | 30.0% | 41.5%-11.5pp | 54.2%-24.2pp | 69.6%-39.6pp |
| Annual return | 11.88% | 39.75%-27.9pp | 54.81%-42.9pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $294 | $1,261-76.6% | $1,861-84.2% | $3,740-92.1% |
| Admin fee / account holder | $2,563 | $2,505+2.3% | $2,859-10.4% | $5,306-51.7% |