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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 | $19,732 | $45,082-56.2% | $69,464-71.6% | $72,975-73.0% |
| Participation rate | 21.7% | 68.5%-46.8pp | 74.6%-52.9pp | 69.5%-47.8pp |
| Annual return | 11.58% | 22.66%-11.1pp | 28.98%-17.4pp | 81.01%-69.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $204 | $2,604-92.2% | $3,536-94.2% | $3,608-94.4% |
| Admin fee / account holder | $301 | $3,057-90.2% | $3,840-92.2% | $5,124-94.1% |