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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 | $33,900 | $88,360-61.6% | $145,433-76.7% | $67,986-50.1% |
| Participation rate | 18.6% | 65.5%-46.9pp | 82.1%-63.5pp | 57.2%-38.6pp |
| Annual return | 18.68% | 63.15%-44.5pp | 66.58%-47.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $877 | $5,932-85.2% | $7,897-88.9% | $3,358-73.9% |
| Admin fee / account holder | $5,143 | $3,313+55.2% | $13,129-60.8% | $3,203+60.6% |