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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 | $7,099 | $51,202-86.1% | $70,548-89.9% | $75,181-90.6% |
| Participation rate | 9.7% | 61.0%-51.3pp | 68.3%-58.7pp | 67.2%-57.5pp |
| Annual return | 32.95% | 30.05%+2.9pp | 32.78%+0.2pp | 160.69%-127.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $456 | $2,850-84.0% | $4,567-90.0% | $4,126-88.9% |
| Admin fee / account holder | $808 | $4,094-80.3% | $6,424-87.4% | $5,650-85.7% |