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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 | $16,578 | $48,078-65.5% | $78,676-78.9% | $62,881-73.6% |
| Participation rate | 26.5% | 65.2%-38.7pp | 73.6%-47.0pp | 69.3%-42.8pp |
| Annual return | 6.51% | 31.36%-24.8pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $299 | $2,587-88.5% | $3,517-91.5% | $3,203-90.7% |
| Admin fee / account holder | $589 | $3,206-81.6% | $4,510-86.9% | $4,296-86.3% |