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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 | $36,557 | $42,546-14.1% | $71,796-49.1% | $55,167-33.7% |
| Participation rate | 20.0% | 59.1%-39.1pp | 69.1%-49.1pp | 69.0%-49.0pp |
| Annual return | 9.31% | 12.36%-3.1pp | 78.04%-68.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $703 | $2,064-65.9% | $2,794-74.8% | $3,054-77.0% |
| Admin fee / account holder | $677 | $650+4.3% | $4,815-85.9% | $504+34.4% |