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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 | $49,662 | $51,642-3.8% | $129,384-61.6% | $80,935-38.6% |
| Participation rate | 12.9% | 56.9%-44.0pp | 69.6%-56.7pp | 67.7%-54.8pp |
| Annual return | 44.28% | 20.78%+23.5pp | 9461.77%-9417.5pp | 35.66%+8.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $271 | $2,670-89.9% | $4,166-93.5% | $4,299-93.7% |
| Admin fee / account holder | $3,452 | $4,312-19.9% | $7,686-55.1% | $6,924-50.1% |