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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 | $29,064 | $138,114-79.0% | $125,391-76.8% | $134,545-78.4% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -0.33% | 750.88%-751.2pp | 572.41%-572.7pp | 418.37%-418.7pp |
| Employer contribution / active EE | $1,147 | $5,246-78.1% | $4,816-76.2% | $4,742-75.8% |
| Participant deferral / active EE | $2,378 | $7,801-69.5% | $7,448-68.1% | $6,401-62.9% |
| Admin fee / account holder | $2,142 | $11,570-81.5% | $10,009-78.6% | $11,431-81.3% |