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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 | $35,111 | $102,393-65.7% | $147,041-76.1% | $80,911-56.6% |
| Participation rate | 17.1% | 75.9%-58.7pp | 82.2%-65.0pp | 67.6%-50.5pp |
| Annual return | 18.36% | 134.95%-116.6pp | 419.21%-400.8pp | 35.63%-17.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,546 | $6,647-61.7% | $8,071-68.5% | $4,297-40.8% |
| Admin fee / account holder | $8,335 | $7,943+4.9% | $13,006-35.9% | $6,935+20.2% |