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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 | $42,932 | $52,279-17.9% | $89,414-52.0% | $79,852-46.2% |
| Participation rate | 8.6% | 57.5%-49.0pp | 68.0%-59.4pp | 69.6%-61.1pp |
| Annual return | 16.48% | 22.16%-5.7pp | 245.50%-229.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $625 | $2,740-77.2% | $3,890-83.9% | $3,740-83.3% |
| Admin fee / account holder | $1,765 | $3,356-47.4% | $4,883-63.8% | $5,306-66.7% |