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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 | $41,568 | $78,636-47.1% | $105,607-60.6% | $74,459-44.2% |
| Participation rate | 37.3% | 72.8%-35.5pp | 75.3%-38.0pp | 67.2%-30.0pp |
| Annual return | 12.68% | 15.96%-3.3pp | 116.11%-103.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,555 | $4,322-64.0% | $5,011-69.0% | $4,350-64.3% |
| Admin fee / account holder | $747 | $2,220-66.4% | $10,958-93.2% | $1,945-61.6% |