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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 | $90,668 | $116,203-22.0% | $93,621-3.2% | $152,909-40.7% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.8%-38.3pp | 82.5%-45.0pp |
| Annual return | 20.48% | 35.96%-15.5pp | 32.76%-12.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $854 | $4,605-81.5% | $4,070-79.0% | $5,851-85.4% |
| Admin fee / account holder | $3,171 | $10,751-70.5% | $7,890-59.8% | $11,601-72.7% |