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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 | $48,198 | $160,028-69.9% | $147,080-67.2% | $145,884-67.0% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 11.50% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,407 | $8,422-71.4% | $8,066-70.2% | $6,690-64.0% |
| Admin fee / account holder | $3,698 | $15,030-75.4% | $12,989-71.5% | $13,392-72.4% |