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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 | $99,278 | $100,901-1.6% | $75,501+31.5% | $147,586-32.7% |
| Participation rate | 55.6% | 77.1%-21.6pp | 72.4%-16.8pp | 82.8%-27.3pp |
| Annual return | 16.92% | 35.78%-18.9pp | 27.35%-10.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $562 | $4,027-86.0% | $3,142-82.1% | $5,439-89.7% |
| Admin fee / account holder | $453 | $11,285-96.0% | $5,801-92.2% | $10,886-95.8% |