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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 | $28,148 | $88,360-68.1% | $145,433-80.6% | $67,986-58.6% |
| Participation rate | 13.6% | 65.5%-51.9pp | 82.1%-68.5pp | 57.2%-43.6pp |
| Annual return | 17.10% | 63.15%-46.1pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $564 | $5,932-90.5% | $7,897-92.9% | $3,358-83.2% |
| Admin fee / account holder | $2,467 | $3,313-25.5% | $13,129-81.2% | $3,203-23.0% |