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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 | $19,043 | $73,546-74.1% | $63,018-69.8% | $147,586-87.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.05% | 175.56%-159.5pp | 87.62%-71.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $691 | $3,324-79.2% | $2,761-75.0% | $4,876-85.8% |
| Participant deferral / active EE | $691 | $4,185-83.5% | $3,330-79.2% | $5,439-87.3% |
| Admin fee / account holder | $678 | $5,956-88.6% | $3,601-81.2% | $10,886-93.8% |