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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 | $54,257 | $124,346-56.4% | $111,306-51.3% | $167,553-67.6% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 31.47% | 37.46%-6.0pp | 54.67%-23.2pp | 478.89%-447.4pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,213 | $5,182-76.6% | $4,488-73.0% | $6,343-80.9% |
| Admin fee / account holder | $870 | $10,623-91.8% | $7,966-89.1% | $12,316-92.9% |