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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 | $54,253 | $88,672-38.8% | $105,223-48.4% | $82,448-34.2% |
| Participation rate | 9.9% | 67.9%-58.1pp | 75.0%-65.2pp | 68.1%-58.2pp |
| Annual return | 17.50% | 30.86%-13.4pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $872 | $4,036-78.4% | $5,072-82.8% | $4,139-78.9% |
| Admin fee / account holder | $4,860 | $7,146-32.0% | $8,859-45.1% | $7,234-32.8% |