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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 | $29,932 | $73,787-59.4% | $98,716-69.7% | $82,448-63.7% |
| Participation rate | 14.7% | 61.4%-46.7pp | 69.3%-54.6pp | 68.1%-53.3pp |
| Annual return | 22.91% | 18.57%+4.3pp | 31.81%-8.9pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,020 | $3,081-66.9% | $4,048-74.8% | $4,139-75.3% |
| Admin fee / account holder | $4,190 | $6,500-35.5% | $8,703-51.9% | $7,234-42.1% |