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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 | $21,850 | $65,555-66.7% | $86,216-74.7% | $75,173-70.9% |
| Participation rate | 6.9% | 60.5%-53.6pp | 69.0%-62.1pp | 67.2%-60.3pp |
| Annual return | 24.38% | 46.07%-21.7pp | 1169.42%-1145.0pp | 160.72%-136.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $932 | $3,023-69.2% | $3,986-76.6% | $4,126-77.4% |
| Admin fee / account holder | $712 | $5,469-87.0% | $6,853-89.6% | $5,651-87.4% |