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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 | $33,355 | $80,332-58.5% | $107,187-68.9% | $64,097-48.0% |
| Participation rate | 15.6% | 54.4%-38.8pp | 75.0%-59.4pp | 55.2%-39.5pp |
| Annual return | 14.20% | 24.26%-10.1pp | 204.55%-190.3pp | 34.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $764 | $3,109-75.4% | $5,096-85.0% | $3,080-75.2% |
| Admin fee / account holder | $5,344 | $4,314+23.9% | $9,162-41.7% | $3,454+54.7% |