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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 | $94,249 | $79,181+19.0% | $102,423-8.0% | $74,429+26.6% |
| Participation rate | 25.2% | 74.8%-49.6pp | 76.5%-51.3pp | 67.2%-42.0pp |
| Annual return | 15.77% | 54.97%-39.2pp | 29.42%-13.7pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $988 | $4,416-77.6% | $5,054-80.5% | $4,348-77.3% |
| Admin fee / account holder | $12,533 | $2,002+526.1% | $9,455+32.6% | $1,944+544.6% |