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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 | $29,771 | $77,962-61.8% | $178,540-83.3% | $80,935-63.2% |
| Participation rate | 17.1% | 65.7%-48.6pp | 77.1%-60.0pp | 67.7%-50.6pp |
| Annual return | 11.99% | 18.10%-6.1pp | 27.15%-15.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,092 | $4,404-75.2% | $6,281-82.6% | $4,299-74.6% |
| Admin fee / account holder | $566 | $7,156-92.1% | $10,424-94.6% | $6,924-91.8% |