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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 | $10,443 | $58,311-82.1% | $81,882-87.2% | $80,959-87.1% |
| Participation rate | 22.8% | 63.5%-40.7pp | 72.4%-49.6pp | 67.7%-44.9pp |
| Annual return | 24.14% | 41.85%-17.7pp | 779.47%-755.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $667 | $3,287-79.7% | $4,323-84.6% | $4,300-84.5% |
| Admin fee / account holder | $405 | $4,752-91.5% | $7,360-94.5% | $6,925-94.1% |