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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 | $19,626 | $102,595-80.9% | $94,057-79.1% | $154,746-87.3% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 16.30% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $414 | $3,147-86.9% | $2,933-85.9% | $4,379-90.6% |
| Participant deferral / active EE | $398 | $5,118-92.2% | $4,709-91.5% | $6,730-94.1% |
| Admin fee / account holder | $594 | $7,736-92.3% | $7,244-91.8% | $14,365-95.9% |