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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 | $43,742 | $59,006-25.9% | $97,161-55.0% | $74,400-41.2% |
| Participation rate | 31.3% | 63.7%-32.5pp | 72.7%-41.4pp | 67.2%-36.0pp |
| Annual return | 12.52% | 16.04%-3.5pp | 75.36%-62.8pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,043 | $3,671-71.6% | $4,265-75.5% | $4,348-76.0% |
| Admin fee / account holder | $1,439 | $1,974-27.1% | $5,647-74.5% | $1,944-25.9% |