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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 | $168,515 | $88,778+89.8% | $81,844+105.9% | $145,884+15.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 16.77% | 1033.03%-1016.3pp | 778.87%-762.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $110 | $4,648-97.6% | $4,323-97.5% | $6,690-98.4% |
| Admin fee / account holder | $1,068 | $8,430-87.3% | $7,355-85.5% | $13,392-92.0% |