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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 | $11,162 | $42,683-73.8% | $112,860-90.1% | $64,340-82.7% |
| Participation rate | 6.7% | 58.7%-51.9pp | 66.3%-59.6pp | 55.2%-48.5pp |
| Annual return | 23.14% | 60.53%-37.4pp | 35.26%-12.1pp | 24.14%-1.0pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $2,206-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $537 | $2,315-76.8% | $3,493-84.6% | $2,980-82.0% |
| Admin fee / account holder | $1,116 | $3,670-69.6% | $6,841-83.7% | $3,703-69.9% |