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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 | $53,374 | $110,039-51.5% | $97,260-45.1% | $145,884-63.4% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-36.9pp | 80.3%-44.6pp |
| Annual return | 11.54% | 244.44%-232.9pp | 75.54%-64.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $546 | $4,674-88.3% | $4,262-87.2% | $6,690-91.8% |
| Admin fee / account holder | $6,788 | $6,204+9.4% | $5,640+20.4% | $13,392-49.3% |