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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 | $17,769 | $78,015-77.2% | $178,505-90.0% | $80,959-78.1% |
| Participation rate | 15.2% | 65.7%-50.5pp | 77.1%-62.0pp | 67.7%-52.5pp |
| Annual return | 11.64% | 18.10%-6.5pp | 27.16%-15.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $497 | $4,406-88.7% | $6,280-92.1% | $4,300-88.4% |
| Admin fee / account holder | $702 | $7,160-90.2% | $10,428-93.3% | $6,925-89.9% |