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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 | $38,235 | $98,766-61.3% | $149,730-74.5% | $79,852-52.1% |
| Participation rate | 29.4% | 75.8%-46.4pp | 82.5%-53.1pp | 69.6%-40.2pp |
| Annual return | 15.04% | 27.43%-12.4pp | 276.70%-261.7pp | 31.72%-16.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,021 | $5,681-82.0% | $6,843-85.1% | $3,740-72.7% |
| Admin fee / account holder | $1,033 | $6,052-82.9% | $9,310-88.9% | $5,306-80.5% |