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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 | $18,599 | $93,124-80.0% | $77,100-75.9% | $134,545-86.2% |
| Participation rate | 12.5% | 74.5%-62.0pp | 67.9%-55.4pp | 81.2%-68.7pp |
| Annual return | 30.57% | 62.68%-32.1pp | 42.35%-11.8pp | 418.37%-387.8pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $850 | $5,242-83.8% | $4,430-80.8% | $6,401-86.7% |
| Admin fee / account holder | $2,546 | $6,970-63.5% | $5,443-53.2% | $11,431-77.7% |