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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 | $26,106 | $106,280-75.4% | $96,538-73.0% | $139,487-81.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 15.98% | 38.48%-22.5pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $921 | $5,457-83.1% | $4,880-81.1% | $6,713-86.3% |
| Admin fee / account holder | $444 | $7,888-94.4% | $6,737-93.4% | $11,407-96.1% |