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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 | $50,639 | $129,737-61.0% | $119,126-57.5% | $154,746-67.3% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 15.21% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $480 | $5,842-91.8% | $5,318-91.0% | $6,730-92.9% |
| Admin fee / account holder | $3,261 | $11,961-72.7% | $10,693-69.5% | $14,365-77.3% |