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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 | $24,164 | $70,475-65.7% | $100,530-76.0% | $79,858-69.7% |
| Participation rate | 13.3% | 73.7%-60.3pp | 79.4%-66.1pp | 69.6%-56.3pp |
| Annual return | 12.93% | 21.90%-9.0pp | 30.89%-18.0pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $847 | $5,181-83.7% | $6,271-86.5% | $3,740-77.4% |
| Admin fee / account holder | $5,942 | $4,478+32.7% | $8,083-26.5% | $5,306+12.0% |