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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 | $58,662 | $88,702-33.9% | $81,780-28.3% | $145,978-59.8% |
| Participation rate | 35.3% | 75.0%-39.8pp | 72.4%-37.1pp | 80.3%-45.0pp |
| Annual return | 15.21% | 1029.12%-1013.9pp | 776.27%-761.1pp | 550.52%-535.3pp |
| Employer contribution / active EE | $441 | $3,084-85.7% | $2,914-84.9% | $4,662-90.5% |
| Participant deferral / active EE | $564 | $4,645-87.9% | $4,321-86.9% | $6,690-91.6% |
| Admin fee / account holder | $6,647 | $8,414-21.0% | $7,384-10.0% | $13,400-50.4% |