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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 | $36,351 | $76,834-52.7% | $108,359-66.5% | $87,485-58.4% |
| Participation rate | 24.1% | 61.7%-37.6pp | 70.1%-46.0pp | 68.9%-44.8pp |
| Annual return | 12.86% | 19.09%-6.2pp | 36.89%-24.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $821 | $3,100-73.5% | $4,137-80.2% | $4,274-80.8% |
| Admin fee / account holder | $1,086 | $6,537-83.4% | $9,741-88.9% | $7,775-86.0% |