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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 | $15,784 | $90,691-82.6% | $76,119-79.3% | $145,884-89.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 10.84% | 624.52%-613.7pp | 361.25%-350.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $591 | $3,329-82.3% | $2,693-78.1% | $4,662-87.3% |
| Participant deferral / active EE | $340 | $5,167-93.4% | $4,259-92.0% | $6,690-94.9% |
| Admin fee / account holder | $595 | $8,383-92.9% | $6,421-90.7% | $13,392-95.6% |