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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 | $28,969 | $68,394-57.6% | $94,672-69.4% | $75,177-61.5% |
| Participation rate | 27.3% | 76.1%-48.8pp | 80.8%-53.6pp | 67.2%-39.9pp |
| Annual return | 27.53% | 616.92%-589.4pp | 156.89%-129.4pp | 160.75%-133.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,415 | $6,536-63.1% | $7,417-67.4% | $4,126-41.5% |
| Admin fee / account holder | $2,160 | $5,326-59.4% | $7,222-70.1% | $5,651-61.8% |