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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 | $23,610 | $85,060-72.2% | $70,565-66.5% | $139,487-83.1% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 14.21% | 30.39%-16.2pp | 32.79%-18.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $676 | $5,891-88.5% | $4,568-85.2% | $6,713-89.9% |
| Admin fee / account holder | $3,210 | $8,932-64.1% | $6,430-50.1% | $11,407-71.9% |