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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 | $79,700-61.2% | $153,500-79.9% | $74,429-58.5% |
| Participation rate | 8.0% | 69.8%-61.8pp | 77.1%-69.1pp | 67.2%-59.2pp |
| Annual return | 13.04% | 15.07%-2.0pp | 15.70%-2.7pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,039-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $500 | $5,315-90.6% | $6,756-92.6% | $4,348-88.5% |
| Admin fee / account holder | $2,074 | $1,790+15.9% | $12,736-83.7% | $1,944+6.7% |