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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 | $18,683 | $57,590-67.6% | $86,233-78.3% | $82,448-77.3% |
| Participation rate | 17.1% | 57.9%-40.8pp | 69.0%-51.9pp | 68.1%-51.0pp |
| Annual return | 19.79% | 22.41%-2.6pp | 61.39%-41.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $395 | $3,080-87.2% | $4,559-91.3% | $4,139-90.5% |
| Admin fee / account holder | $2,601 | $4,730-45.0% | $8,342-68.8% | $7,234-64.0% |