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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 | $7,325 | $82,324-91.1% | $68,803-89.4% | $134,545-94.6% |
| Participation rate | 23.5% | 75.1%-51.5pp | 69.0%-45.5pp | 81.2%-57.7pp |
| Annual return | 39.57% | -2.17%+41.7pp | -6.37%+45.9pp | 418.37%-378.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $709 | $4,740-85.0% | $3,942-82.0% | $6,401-88.9% |
| Admin fee / account holder | $3,041 | $6,485-53.1% | $4,936-38.4% | $11,431-73.4% |