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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 | $40,062 | $78,425-48.9% | $95,956-58.2% | $79,858-49.8% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.8pp |
| Annual return | 15.94% | 19.37%-3.4pp | 91.63%-75.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,388 | $3,440-59.6% | $4,167-66.7% | $3,740-62.9% |
| Admin fee / account holder | $1,179 | $5,622-79.0% | $6,797-82.6% | $5,306-77.8% |