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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 | $27,278 | $80,753-66.2% | $136,298-80.0% | $62,293-56.2% |
| Participation rate | 12.7% | 73.5%-60.8pp | 81.9%-69.2pp | 69.5%-56.8pp |
| Annual return | 18.36% | 35.83%-17.5pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,768 | $5,164-65.8% | $6,247-71.7% | $3,169-44.2% |
| Admin fee / account holder | $5,683 | $525+981.6% | $9,244-38.5% | $479+1085.6% |