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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 | $42,271 | $105,284-59.9% | $150,734-72.0% | $94,015-55.0% |
| Participation rate | 61.4% | 71.7%-10.3pp | 78.4%-17.0pp | 70.8%-9.4pp |
| Annual return | 24.95% | 15.67%+9.3pp | 600.81%-575.9pp | 17.84%+7.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $907 | $4,274-78.8% | $5,610-83.8% | $4,249-78.7% |
| Admin fee / account holder | $1,464 | $9,839-85.1% | $14,905-90.2% | $8,951-83.6% |