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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 | $16,857 | $54,162-68.9% | $68,612-75.4% | $64,173-73.7% |
| Participation rate | 11.9% | 68.1%-56.1pp | 72.2%-60.3pp | 69.6%-57.6pp |
| Annual return | 25.78% | -1.62%+27.4pp | -4.63%+30.4pp | 7.63%+18.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $724 | $2,626-72.4% | $3,311-78.1% | $3,470-79.1% |
| Admin fee / account holder | $8,972 | $4,029+122.7% | $5,131+74.8% | $4,887+83.6% |