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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 | $14,197 | $50,082-71.7% | $93,419-84.8% | $79,852-82.2% |
| Participation rate | 45.0% | 60.9%-15.9pp | 66.8%-21.8pp | 69.6%-24.6pp |
| Annual return | 12.19% | 24.59%-12.4pp | 78.05%-65.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $513 | $2,212-76.8% | $3,126-83.6% | $3,740-86.3% |
| Admin fee / account holder | $1,349 | $3,454-60.9% | $5,230-74.2% | $5,306-74.6% |