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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 | $6,448 | $88,996-92.8% | $78,004-91.7% | $138,895-95.4% |
| Participation rate | 23.5% | 74.4%-50.8pp | 69.4%-45.9pp | 79.9%-56.4pp |
| Annual return | 10.82% | 28.03%-17.2pp | 31.07%-20.2pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $946 | $4,724-80.0% | $4,092-76.9% | $6,396-85.2% |
| Admin fee / account holder | $1,408 | $8,807-84.0% | $7,578-81.4% | $12,562-88.8% |