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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 | $47,425 | $90,691-47.7% | $76,119-37.7% | $145,884-67.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 10.53% | 624.52%-614.0pp | 361.25%-350.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $646 | $3,329-80.6% | $2,693-76.0% | $4,662-86.2% |
| Participant deferral / active EE | $646 | $5,167-87.5% | $4,259-84.8% | $6,690-90.3% |
| Admin fee / account holder | $376 | $8,383-95.5% | $6,421-94.2% | $13,392-97.2% |