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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 | $30,924 | $79,779-61.2% | $153,741-79.9% | $74,478-58.5% |
| Participation rate | 8.0% | 69.9%-61.9pp | 77.1%-69.1pp | 67.2%-59.2pp |
| Annual return | 13.04% | 15.08%-2.0pp | 15.71%-2.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $0 | $4,026-100.0% | $5,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $500 | $5,329-90.6% | $6,757-92.6% | $4,350-88.5% |
| Admin fee / account holder | $2,074 | $1,761+17.8% | $12,749-83.7% | $1,946+6.6% |