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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 | $40,924 | $129,737-68.5% | $119,126-65.6% | $154,746-73.6% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 14.97% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,644 | $5,842-71.9% | $5,318-69.1% | $6,730-75.6% |
| Admin fee / account holder | $662 | $11,961-94.5% | $10,693-93.8% | $14,365-95.4% |