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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 | $43,134 | $57,541-25.0% | $95,740-54.9% | $75,173-42.6% |
| Participation rate | 4.7% | 62.5%-57.9pp | 72.3%-67.6pp | 67.2%-62.6pp |
| Annual return | 25.75% | 34.93%-9.2pp | 28.41%-2.7pp | 160.72%-135.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6 | $3,074-99.8% | $4,244-99.9% | $4,126-99.8% |
| Admin fee / account holder | $349 | $4,099-91.5% | $5,676-93.9% | $5,651-93.8% |