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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 | $20,703 | $63,845-67.6% | $81,370-74.6% | $80,959-74.4% |
| Participation rate | 3.4% | 63.9%-60.5pp | 69.5%-66.2pp | 67.7%-64.3pp |
| Annual return | 14.46% | 16.37%-1.9pp | 24.85%-10.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $151 | $3,093-95.1% | $3,885-96.1% | $4,300-96.5% |
| Admin fee / account holder | $1,644 | $5,688-71.1% | $5,749-71.4% | $6,925-76.3% |