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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 | $17,648 | $75,541-76.6% | $152,093-88.4% | $82,637-78.6% |
| Participation rate | 17.8% | 66.5%-48.8pp | 77.8%-60.0pp | 68.1%-50.3pp |
| Annual return | 27.46% | 32.56%-5.1pp | 66.36%-38.9pp | 53.51%-26.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $382 | $3,206-88.1% | $5,451-93.0% | $4,126-90.7% |
| Admin fee / account holder | $20,704 | $6,405+223.3% | $14,497+42.8% | $7,339+182.1% |