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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 | $35,228 | $48,364-27.2% | $71,796-50.9% | $62,881-44.0% |
| Participation rate | 36.8% | 60.6%-23.8pp | 69.1%-32.3pp | 69.3%-32.5pp |
| Annual return | 5.63% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $606 | $2,091-71.0% | $2,794-78.3% | $3,203-81.1% |
| Admin fee / account holder | $972 | $3,771-74.2% | $4,815-79.8% | $4,296-77.4% |