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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 | $36,173 | $98,776-63.4% | $149,745-75.8% | $79,856-54.7% |
| Participation rate | 30.3% | 75.8%-45.5pp | 82.5%-52.2pp | 69.6%-39.3pp |
| Annual return | 27.24% | 27.38%-0.1pp | 276.72%-249.5pp | 31.71%-4.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,331 | $5,681-76.6% | $6,843-80.5% | $3,741-64.4% |
| Admin fee / account holder | $308 | $6,053-94.9% | $9,312-96.7% | $5,306-94.2% |