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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 | $30,602 | $101,798-69.9% | $165,071-81.5% | $80,935-62.2% |
| Participation rate | 39.7% | 71.8%-32.1pp | 78.6%-38.9pp | 67.7%-28.0pp |
| Annual return | 10.82% | 16.73%-5.9pp | 70.17%-59.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,301 | $4,476-70.9% | $6,035-78.4% | $4,299-69.7% |
| Admin fee / account holder | $897 | $8,221-89.1% | $12,695-92.9% | $6,924-87.1% |