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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 | $34,645 | $184,000-81.2% | $162,185-78.6% | $152,909-77.3% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.5%-44.0pp |
| Annual return | 28.10% | 150.80%-122.7pp | 115.61%-87.5pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,354 | $8,033-70.7% | $7,297-67.7% | $5,851-59.8% |
| Admin fee / account holder | $1,483 | $13,124-88.7% | $10,844-86.3% | $11,601-87.2% |