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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 | $16,906 | $55,902-69.8% | $76,030-77.8% | $80,959-79.1% |
| Participation rate | 6.6% | 62.1%-55.5pp | 69.1%-62.5pp | 67.7%-61.1pp |
| Annual return | 24.58% | 20.59%+4.0pp | 361.54%-337.0pp | 35.67%-11.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $525 | $3,051-82.8% | $4,257-87.7% | $4,300-87.8% |
| Admin fee / account holder | $1,323 | $5,239-74.7% | $6,421-79.4% | $6,925-80.9% |