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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 | $56,221 | $183,627-69.4% | $155,602-63.9% | $145,978-61.5% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 9.50% | 61.32%-51.8pp | 64.81%-55.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $369 | $6,466-94.3% | $5,629-93.4% | $6,690-94.5% |
| Admin fee / account holder | $31,358 | $19,327+62.2% | $15,923+96.9% | $13,400+134.0% |