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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 | $69,406 | $74,535-6.9% | $100,712-31.1% | $82,637-16.0% |
| Participation rate | 13.6% | 61.2%-47.5pp | 69.3%-55.6pp | 68.1%-54.4pp |
| Annual return | 18.62% | 18.92%-0.3pp | 33.27%-14.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $274 | $3,074-91.1% | $4,085-93.3% | $4,126-93.4% |
| Admin fee / account holder | $1,643 | $6,576-75.0% | $9,256-82.2% | $7,339-77.6% |