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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 | $28,612 | $107,353-73.3% | $92,903-69.2% | $152,885-81.3% |
| Participation rate | 23.5% | 79.8%-56.3pp | 76.0%-52.5pp | 82.5%-58.9pp |
| Annual return | 21.39% | 145.62%-124.2pp | 109.43%-88.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $522 | $4,848-89.2% | $4,238-87.7% | $5,851-91.1% |
| Admin fee / account holder | $1,246 | $7,081-82.4% | $5,795-78.5% | $11,598-89.3% |