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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 | $17,288 | $57,140-69.7% | $85,240-79.7% | $80,959-78.6% |
| Participation rate | 18.1% | 56.4%-38.4pp | 67.5%-49.5pp | 67.7%-49.6pp |
| Annual return | 17.16% | 21.71%-4.6pp | 66.75%-49.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $773 | $3,115-75.2% | $4,527-82.9% | $4,300-82.0% |
| Admin fee / account holder | $2,682 | $4,992-46.3% | $6,165-56.5% | $6,925-61.3% |