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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 | $7,166 | $75,541-90.5% | $152,093-95.3% | $82,637-91.3% |
| Participation rate | 14.7% | 66.5%-51.8pp | 77.8%-63.1pp | 68.1%-53.3pp |
| Annual return | 25.11% | 32.56%-7.4pp | 66.36%-41.2pp | 53.51%-28.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $400 | $3,206-87.5% | $5,451-92.7% | $4,126-90.3% |
| Admin fee / account holder | $307 | $6,405-95.2% | $14,497-97.9% | $7,339-95.8% |