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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 | $25,207 | $63,861-60.5% | $104,625-75.9% | $79,852-68.4% |
| Participation rate | 40.0% | 64.9%-24.9pp | 74.1%-34.1pp | 69.6%-29.6pp |
| Annual return | 10.76% | 21.30%-10.5pp | 340.60%-329.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $564 | $2,693-79.1% | $3,738-84.9% | $3,740-84.9% |
| Admin fee / account holder | $2,003 | $4,185-52.1% | $6,465-69.0% | $5,306-62.3% |