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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 | $46,538 | $94,031-50.5% | $115,768-59.8% | $82,448-43.6% |
| Participation rate | 45.3% | 70.4%-25.1pp | 74.4%-29.1pp | 68.1%-22.8pp |
| Annual return | 16.91% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,537 | $3,972-61.3% | $4,917-68.7% | $4,139-62.9% |
| Admin fee / account holder | $9,958 | $10,249-2.8% | $12,439-20.0% | $7,234+37.6% |