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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 | $27,677 | $88,672-68.8% | $105,223-73.7% | $82,448-66.4% |
| Participation rate | 17.6% | 67.9%-50.3pp | 75.0%-57.4pp | 68.1%-50.4pp |
| Annual return | 21.95% | 30.86%-8.9pp | 180.65%-158.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $796 | $4,036-80.3% | $5,072-84.3% | $4,139-80.8% |
| Admin fee / account holder | $1,153 | $7,146-83.9% | $8,859-87.0% | $7,234-84.1% |