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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 | $37,359 | $63,346-41.0% | $92,240-59.5% | $70,126-46.7% |
| Participation rate | 31.8% | 68.7%-36.9pp | 76.5%-44.7pp | 69.5%-37.7pp |
| Annual return | 16.97% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $572 | $2,854-80.0% | $3,897-85.3% | $3,332-82.8% |
| Admin fee / account holder | $532 | $3,841-86.2% | $5,194-89.8% | $4,645-88.6% |