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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 | $30,633 | $49,239-37.8% | $70,462-56.5% | $79,858-61.6% |
| Participation rate | 9.1% | 69.2%-60.1pp | 75.1%-66.0pp | 69.6%-60.5pp |
| Annual return | 12.22% | 30.08%-17.9pp | 109.08%-96.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $416 | $2,769-85.0% | $3,710-88.8% | $3,740-88.9% |
| Admin fee / account holder | $5,692 | $2,876+97.9% | $3,845+48.0% | $5,306+7.3% |