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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 | $19,362 | $76,407-74.7% | $150,298-87.1% | $82,448-76.5% |
| Participation rate | 34.2% | 66.4%-32.2pp | 77.8%-43.5pp | 68.1%-33.9pp |
| Annual return | 27.67% | 39.99%-12.3pp | 62.79%-35.1pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $740 | $3,214-77.0% | $5,453-86.4% | $4,139-82.1% |
| Admin fee / account holder | $550 | $6,352-91.3% | $14,116-96.1% | $7,234-92.4% |