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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 | $41,064 | $88,815-53.8% | $81,882-49.9% | $145,897-71.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.20% | 1033.75%-1023.5pp | 779.47%-769.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,859 | $3,086-39.8% | $2,916-36.3% | $4,663-60.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $853 | $8,434-89.9% | $7,360-88.4% | $13,390-93.6% |