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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 | $60,504-22.2% | $81,882-42.5% | $74,478-36.8% |
| Participation rate | 23.1% | 62.9%-39.8pp | 72.4%-49.3pp | 67.2%-44.1pp |
| Annual return | 15.75% | 16.91%-1.2pp | 779.47%-763.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $670 | $3,400-80.3% | $4,323-84.5% | $4,350-84.6% |
| Admin fee / account holder | $7,148 | $1,492+379.1% | $7,360-2.9% | $1,946+267.3% |