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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 | $18,170 | $59,440-69.4% | $78,004-76.7% | $82,637-78.0% |
| Participation rate | 10.4% | 62.8%-52.4pp | 69.4%-59.0pp | 68.1%-57.6pp |
| Annual return | 13.03% | 40.24%-27.2pp | 31.07%-18.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $511 | $3,138-83.7% | $4,092-87.5% | $4,126-87.6% |
| Admin fee / account holder | $467 | $5,504-91.5% | $7,578-93.8% | $7,339-93.6% |