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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 | $32,436 | $101,795-68.1% | $165,100-80.4% | $80,959-59.9% |
| Participation rate | 4.9% | 71.8%-66.9pp | 78.6%-73.7pp | 67.7%-62.8pp |
| Annual return | 11.53% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $212 | $4,476-95.3% | $6,035-96.5% | $4,300-95.1% |
| Admin fee / account holder | $474 | $8,221-94.2% | $12,696-96.3% | $6,925-93.2% |