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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 | $33,385 | $102,385-67.4% | $147,080-77.3% | $80,935-58.8% |
| Participation rate | 27.4% | 75.9%-48.5pp | 82.2%-54.8pp | 67.7%-40.3pp |
| Annual return | 26.62% | 135.09%-108.5pp | 420.17%-393.5pp | 35.66%-9.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,082 | $6,651-68.7% | $8,066-74.2% | $4,299-51.6% |
| Admin fee / account holder | $3,490 | $7,951-56.1% | $12,989-73.1% | $6,924-49.6% |