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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 | $31,981 | $105,856-69.8% | $90,161-64.5% | $147,586-78.3% |
| Participation rate | 34.8% | 79.7%-45.0pp | 76.9%-42.1pp | 82.8%-48.0pp |
| Annual return | 17.87% | 37.63%-19.8pp | 34.89%-17.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,107 | $5,733-80.7% | $5,287-79.1% | $5,439-79.6% |
| Admin fee / account holder | $505 | $8,046-93.7% | $5,943-91.5% | $10,886-95.4% |