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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 | $49,382 | $108,825-54.6% | $156,181-68.4% | $82,448-40.1% |
| Participation rate | 6.8% | 72.4%-65.6pp | 78.8%-72.1pp | 68.1%-61.3pp |
| Annual return | 16.57% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $746 | $4,577-83.7% | $6,132-87.8% | $4,139-82.0% |
| Admin fee / account holder | $1,865 | $9,341-80.0% | $14,586-87.2% | $7,234-74.2% |