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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 | $33,727 | $91,179-63.0% | $178,499-81.1% | $79,852-57.8% |
| Participation rate | 32.1% | 69.2%-37.1pp | 81.9%-49.8pp | 69.6%-37.5pp |
| Annual return | 14.02% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $700 | $3,236-78.4% | $5,202-86.5% | $3,740-81.3% |
| Admin fee / account holder | $5,056 | $6,749-25.1% | $13,986-63.8% | $5,306-4.7% |