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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 | $46,018 | $53,837-14.5% | $75,714-39.2% | $85,847-46.4% |
| Participation rate | 10.7% | 69.1%-58.3pp | 74.8%-64.1pp | 69.3%-58.6pp |
| Annual return | 26.29% | 24.54%+1.8pp | 104.62%-78.3pp | 318.61%-292.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $186 | $2,895-93.6% | $3,820-95.1% | $3,952-95.3% |
| Admin fee / account holder | $4,619 | $3,339+38.3% | $3,619+27.6% | $6,261-26.2% |