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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 | $23,912 | $88,702-73.0% | $81,780-70.8% | $145,978-83.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 11.12% | 1029.12%-1018.0pp | 776.27%-765.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,401 | $3,084-54.6% | $2,914-51.9% | $4,662-69.9% |
| Participant deferral / active EE | $512 | $4,645-89.0% | $4,321-88.1% | $6,690-92.3% |
| Admin fee / account holder | $10,204 | $8,414+21.3% | $7,384+38.2% | $13,400-23.9% |