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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 | $44,914 | $88,137-49.0% | $164,975-72.8% | $74,429-39.7% |
| Participation rate | 26.1% | 73.1%-47.0pp | 78.6%-52.5pp | 67.2%-41.1pp |
| Annual return | 14.47% | 17.13%-2.7pp | 70.12%-55.7pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,954 | $4,501-56.6% | $6,033-67.6% | $4,348-55.1% |
| Admin fee / account holder | $398 | $2,231-82.2% | $12,688-96.9% | $1,944-79.5% |