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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 | $23,175 | $78,520-70.5% | $96,576-76.0% | $82,448-71.9% |
| Participation rate | 50.6% | 77.7%-27.2pp | 81.4%-30.9pp | 68.1%-17.5pp |
| Annual return | 76.24% | 41.30%+34.9pp | 38.47%+37.8pp | 41.64%+34.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $983 | $6,754-85.4% | $7,956-87.6% | $4,139-76.2% |
| Admin fee / account holder | $390 | $13,455-97.1% | $11,381-96.6% | $7,234-94.6% |