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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 | $12,680 | $31,109-59.2% | $67,704-81.3% | $52,331-75.8% |
| Participation rate | 8.2% | 54.0%-45.8pp | 67.5%-59.3pp | 68.1%-59.9pp |
| Annual return | 4.14% | 23.70%-19.6pp | 25.41%-21.3pp | 4.54%-0.4pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $337 | $1,970-82.9% | $3,585-90.6% | $3,022-88.9% |
| Admin fee / account holder | $2,659 | $466+470.5% | $4,255-37.5% | $592+349.5% |