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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 | $16,268 | $78,690-79.3% | $161,489-89.9% | $87,485-81.4% |
| Participation rate | 9.6% | 67.5%-57.9pp | 78.7%-69.1pp | 68.9%-59.3pp |
| Annual return | 20.01% | 32.74%-12.7pp | 89.72%-69.7pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $379 | $3,311-88.6% | $5,630-93.3% | $4,274-91.1% |
| Admin fee / account holder | $388 | $6,724-94.2% | $16,006-97.6% | $7,775-95.0% |