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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 | $21,438 | $58,627-63.4% | $76,735-72.1% | $82,448-74.0% |
| Participation rate | 12.5% | 63.2%-50.7pp | 69.5%-57.0pp | 68.1%-55.6pp |
| Annual return | 16.36% | 39.10%-22.7pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $833 | $3,134-73.4% | $4,088-79.6% | $4,139-79.9% |
| Admin fee / account holder | $3,824 | $5,323-28.2% | $7,189-46.8% | $7,234-47.1% |