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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 | $30,740 | $76,407-59.8% | $150,298-79.5% | $82,448-62.7% |
| Participation rate | 24.5% | 66.4%-41.9pp | 77.8%-53.2pp | 68.1%-43.5pp |
| Annual return | 16.36% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $819 | $3,214-74.5% | $5,453-85.0% | $4,139-80.2% |
| Admin fee / account holder | $999 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |