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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 | $6,638 | $75,541-91.2% | $152,093-95.6% | $82,637-92.0% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.8%-17.1pp | 68.1%-7.3pp |
| Annual return | 16.90% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $627 | $3,206-80.5% | $5,451-88.5% | $4,126-84.8% |
| Admin fee / account holder | $819 | $6,405-87.2% | $14,497-94.3% | $7,339-88.8% |