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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 | $34,399 | $61,356-43.9% | $149,696-77.0% | $71,511-51.9% |
| Participation rate | 16.1% | 62.5%-46.4pp | 78.8%-62.6pp | 67.9%-51.8pp |
| Annual return | 15.77% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $731 | $2,920-75.0% | $5,682-87.1% | $4,291-83.0% |
| Admin fee / account holder | $4,854 | $1,263+284.3% | $13,212-63.3% | $1,588+205.6% |