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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 | $22,649 | $77,358-70.7% | $102,184-77.8% | $87,485-74.1% |
| Participation rate | 31.5% | 78.7%-47.2pp | 82.6%-51.1pp | 68.9%-37.4pp |
| Annual return | 17.62% | 41.11%-23.5pp | 31.58%-14.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,414 | $6,753-79.1% | $8,309-83.0% | $4,274-66.9% |
| Admin fee / account holder | $752 | $6,809-89.0% | $11,609-93.5% | $7,775-90.3% |