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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 | $26,246 | $61,125-57.1% | $94,057-72.1% | $87,485-70.0% |
| Participation rate | 40.5% | 64.1%-23.5pp | 73.3%-32.8pp | 68.9%-28.4pp |
| Annual return | 16.09% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $549 | $3,260-83.1% | $4,709-88.3% | $4,274-87.1% |
| Admin fee / account holder | $1,454 | $5,629-74.2% | $7,244-79.9% | $7,775-81.3% |