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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 | $30,953 | $103,038-70.0% | $90,324-65.7% | $152,909-79.8% |
| Participation rate | 43.8% | 75.9%-32.1pp | 73.3%-29.5pp | 82.5%-38.7pp |
| Annual return | 15.03% | 95.25%-80.2pp | 78.15%-63.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $498 | $3,141-84.2% | $2,856-82.6% | $4,764-89.6% |
| Participant deferral / active EE | $584 | $4,282-86.4% | $3,885-85.0% | $5,851-90.0% |
| Admin fee / account holder | $13,848 | $6,177+124.2% | $5,356+158.6% | $11,601+19.4% |