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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 | $41,568 | $78,483-47.0% | $106,201-60.9% | $74,546-44.2% |
| Participation rate | 37.3% | 72.8%-35.6pp | 75.3%-38.0pp | 67.2%-30.0pp |
| Annual return | 12.68% | 15.94%-3.3pp | 116.26%-103.6pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,555 | $4,320-64.0% | $5,012-69.0% | $4,347-64.2% |
| Admin fee / account holder | $747 | $2,236-66.6% | $11,039-93.2% | $1,944-61.6% |