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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 | $42,439 | $24,891+70.5% | $69,632-39.1% | $74,478-43.0% |
| Participation rate | 22.9% | 63.4%-40.5pp | 66.4%-43.5pp | 67.2%-44.3pp |
| Annual return | 14.72% | 18.53%-3.8pp | 101.32%-86.6pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,708-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $511 | $1,908-73.2% | $2,889-82.3% | $4,350-88.3% |
| Admin fee / account holder | $1,050 | $1,904-44.8% | $4,695-77.6% | $1,946-46.0% |