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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 | $19,178 | $50,860-62.3% | $155,574-87.7% | $77,714-75.3% |
| Participation rate | 8.1% | 63.1%-55.0pp | 78.2%-70.1pp | 70.6%-62.5pp |
| Annual return | 19.17% | 34.86%-15.7pp | 64.87%-45.7pp | 31.26%-12.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $760 | $2,825-73.1% | $5,629-86.5% | $4,649-83.7% |
| Admin fee / account holder | $2,780 | $436+536.9% | $15,914-82.5% | $433+541.6% |