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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 | $32,972 | $37,446-11.9% | $77,513-57.5% | $79,852-58.7% |
| Participation rate | 9.4% | 41.5%-32.2pp | 54.2%-44.8pp | 69.6%-60.3pp |
| Annual return | 18.12% | 39.76%-21.6pp | 54.81%-36.7pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $251 | $1,261-80.1% | $1,861-86.5% | $3,740-93.3% |
| Admin fee / account holder | $5,000 | $2,506+99.5% | $2,859+74.9% | $5,306-5.8% |