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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 | $39,896 | $78,423-49.1% | $95,964-58.4% | $79,856-50.0% |
| Participation rate | 38.1% | 73.5%-35.4pp | 77.1%-39.0pp | 69.6%-31.5pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.64%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $964 | $3,440-72.0% | $4,167-76.9% | $3,741-74.2% |
| Admin fee / account holder | $2,744 | $5,622-51.2% | $6,797-59.6% | $5,306-48.3% |