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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 | $36,254 | $129,737-72.1% | $119,126-69.6% | $154,746-76.6% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 14.70% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,333 | $4,375-69.5% | $4,034-67.0% | $4,379-69.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,327 | $11,961-88.9% | $10,693-87.6% | $14,365-90.8% |