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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 | $44,007 | $74,706-41.1% | $75,717-41.9% | $79,393-44.6% |
| Participation rate | 12.9% | 75.3%-62.4pp | 74.8%-61.9pp | 70.7%-57.8pp |
| Annual return | 12.64% | 18.52%-5.9pp | 104.58%-91.9pp | 116.87%-104.2pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $605 | $3,533-82.9% | $3,821-84.2% | $4,046-85.0% |
| Admin fee / account holder | $9,199 | $374+2356.4% | $3,619+154.2% | $627+1368.2% |