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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 | $23,850 | $73,955-67.8% | $96,520-75.3% | $75,181-68.3% |
| Participation rate | 28.1% | 66.4%-38.3pp | 74.3%-46.2pp | 67.2%-39.1pp |
| Annual return | 18.06% | 26.72%-8.7pp | 35.72%-17.7pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $851 | $3,659-76.7% | $4,879-82.6% | $4,126-79.4% |
| Admin fee / account holder | $1,750 | $5,217-66.5% | $6,733-74.0% | $5,650-69.0% |