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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 | $28,408 | $102,429-72.3% | $147,096-80.7% | $80,925-64.9% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 11.85% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,599 | $6,649-60.9% | $8,071-67.8% | $4,299-39.5% |
| Admin fee / account holder | $474 | $7,957-94.0% | $13,005-96.4% | $6,940-93.2% |