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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 | $36,106 | $84,953-57.5% | $163,379-77.9% | $82,637-56.3% |
| Participation rate | 21.7% | 65.9%-44.2pp | 76.8%-55.1pp | 68.1%-46.3pp |
| Annual return | 15.34% | 23.07%-7.7pp | 63.41%-48.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $975 | $4,326-77.5% | $6,282-84.5% | $4,126-76.4% |
| Admin fee / account holder | $3,999 | $7,921-49.5% | $9,818-59.3% | $7,339-45.5% |