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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 | $31,112 | $101,798-69.4% | $165,071-81.2% | $80,935-61.6% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.2pp | 67.7%-29.2pp |
| Annual return | 13.05% | 16.73%-3.7pp | 70.17%-57.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,794 | $4,476-59.9% | $6,035-70.3% | $4,299-58.3% |
| Admin fee / account holder | $7,334 | $8,221-10.8% | $12,695-42.2% | $6,924+5.9% |