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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 | $20,715 | $52,580-60.6% | $71,671-71.1% | $70,126-70.5% |
| Participation rate | 20.7% | 60.9%-40.2pp | 68.7%-48.1pp | 69.5%-48.9pp |
| Annual return | 15.37% | 20.25%-4.9pp | 20.65%-5.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $175 | $2,386-92.7% | $3,438-94.9% | $3,332-94.7% |
| Admin fee / account holder | $1,879 | $3,653-48.6% | $5,558-66.2% | $4,645-59.5% |