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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 | $47,065 | $60,393-22.1% | $81,820-42.5% | $74,429-36.8% |
| Participation rate | 23.1% | 62.9%-39.8pp | 72.4%-49.3pp | 67.2%-44.1pp |
| Annual return | 15.75% | 16.89%-1.1pp | 777.93%-762.2pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $670 | $3,397-80.3% | $4,323-84.5% | $4,348-84.6% |
| Admin fee / account holder | $7,148 | $1,491+379.5% | $7,391-3.3% | $1,944+267.6% |