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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 | $30,983 | $71,230-56.5% | $93,727-66.9% | $80,959-61.7% |
| Participation rate | 7.3% | 60.4%-53.1pp | 68.7%-61.4pp | 67.7%-60.4pp |
| Annual return | 10.06% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $704 | $4,037-82.6% | $4,417-84.1% | $4,300-83.6% |
| Admin fee / account holder | $1,047 | $6,961-85.0% | $8,292-87.4% | $6,925-84.9% |