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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 | $47,629 | $51,184-6.9% | $66,439-28.3% | $86,983-45.2% |
| Participation rate | 30.8% | 68.5%-37.7pp | 74.5%-43.7pp | 69.5%-38.8pp |
| Annual return | 15.21% | 17.07%-1.9pp | 757.66%-742.5pp | 25.83%-10.6pp |
| Employer contribution / active EE | $423 | $2,023-79.1% | $2,637-84.0% | $2,584-83.6% |
| Participant deferral / active EE | $615 | $2,927-79.0% | $3,876-84.1% | $4,194-85.3% |
| Admin fee / account holder | $1,031 | $4,154-75.2% | $6,173-83.3% | $7,856-86.9% |