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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 | $50,059 | $117,895-57.5% | $102,460-51.1% | $145,897-65.7% |
| Participation rate | 30.4% | 78.6%-48.2pp | 76.5%-46.1pp | 80.3%-49.9pp |
| Annual return | 12.83% | 31.92%-19.1pp | 29.47%-16.6pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,129 | $5,736-80.3% | $5,056-77.7% | $6,689-83.1% |
| Admin fee / account holder | $516 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |