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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 | $41,875 | $90,400-53.7% | $186,193-77.5% | $87,485-52.1% |
| Participation rate | 10.5% | 66.2%-55.7pp | 77.1%-66.6pp | 68.9%-58.4pp |
| Annual return | 16.24% | 22.15%-5.9pp | 78.03%-61.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $638 | $4,330-85.3% | $6,513-90.2% | $4,274-85.1% |
| Admin fee / account holder | $1,800 | $8,673-79.2% | $11,058-83.7% | $7,775-76.8% |