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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 | $20,413 | $114,119-82.1% | $107,187-81.0% | $138,895-85.3% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.7pp | 79.9%-52.6pp |
| Annual return | 14.04% | 273.21%-259.2pp | 204.55%-190.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $936 | $5,538-83.1% | $5,096-81.6% | $6,396-85.4% |
| Admin fee / account holder | $670 | $10,024-93.3% | $9,162-92.7% | $12,562-94.7% |