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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 | $9,739 | $60,442-83.9% | $96,754-89.9% | $87,485-88.9% |
| Participation rate | 18.5% | 58.7%-40.2pp | 70.3%-51.8pp | 68.9%-50.4pp |
| Annual return | 19.19% | 21.97%-2.8pp | 82.04%-62.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $340 | $3,280-89.6% | $4,758-92.9% | $4,274-92.1% |
| Admin fee / account holder | $449 | $5,069-91.1% | $8,905-95.0% | $7,775-94.2% |