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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 | $35,590 | $89,259-60.1% | $107,187-66.8% | $82,637-56.9% |
| Participation rate | 54.8% | 67.9%-13.2pp | 75.0%-20.3pp | 68.1%-13.3pp |
| Annual return | 20.35% | 21.02%-0.7pp | 204.55%-184.2pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,037 | $4,037-74.3% | $5,096-79.6% | $4,126-74.9% |
| Admin fee / account holder | $1,290 | $7,381-82.5% | $9,162-85.9% | $7,339-82.4% |