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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 | $14,337 | $36,948-61.2% | $73,658-80.5% | $87,485-83.6% |
| Participation rate | 4.5% | 46.8%-42.3pp | 57.0%-52.6pp | 68.9%-64.5pp |
| Annual return | 18.63% | 28.64%-10.0pp | 29.72%-11.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $170 | $1,379-87.7% | $2,062-91.8% | $4,274-96.0% |
| Admin fee / account holder | $840 | $2,531-66.8% | $3,357-75.0% | $7,775-89.2% |