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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 | $21,528 | $90,400-76.2% | $186,193-88.4% | $87,485-75.4% |
| Participation rate | 11.4% | 66.2%-54.8pp | 77.1%-65.7pp | 68.9%-57.5pp |
| Annual return | 13.63% | 22.15%-8.5pp | 78.03%-64.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $458 | $4,330-89.4% | $6,513-93.0% | $4,274-89.3% |
| Admin fee / account holder | $827 | $8,673-90.5% | $11,058-92.5% | $7,775-89.4% |