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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 | $32,962 | $132,634-75.1% | $115,768-71.5% | $137,256-76.0% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.4%-18.1pp | 80.0%-23.7pp |
| Annual return | 15.35% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $192 | $5,619-96.6% | $4,917-96.1% | $6,407-97.0% |
| Admin fee / account holder | $1,564 | $15,028-89.6% | $12,439-87.4% | $12,270-87.3% |