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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 | $32,551 | $114,119-71.5% | $107,187-69.6% | $138,895-76.6% |
| Participation rate | 9.5% | 78.1%-68.5pp | 75.0%-65.5pp | 79.9%-70.4pp |
| Annual return | 14.29% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,207 | $5,538-78.2% | $5,096-76.3% | $6,396-81.1% |
| Admin fee / account holder | $2,173 | $10,024-78.3% | $9,162-76.3% | $12,562-82.7% |