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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 | $37,111 | $108,897-65.9% | $100,378-63.0% | $145,877-74.6% |
| Participation rate | 14.3% | 83.0%-68.7pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 34.37% | 58.17%-23.8pp | 49.41%-15.0pp | 551.28%-516.9pp |
| Employer contribution / active EE | $408 | $4,420-90.8% | $3,942-89.6% | $4,663-91.2% |
| Participant deferral / active EE | $499 | $8,455-94.1% | $8,087-93.8% | $6,691-92.5% |
| Admin fee / account holder | $7,894 | $9,690-18.5% | $7,899-0.1% | $13,402-41.1% |