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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 | $17,799 | $51,649-65.5% | $124,206-85.7% | $64,097-72.2% |
| Participation rate | 5.1% | 45.2%-40.1pp | 69.6%-64.5pp | 55.2%-50.1pp |
| Annual return | 16.03% | 19.98%-4.0pp | 515.27%-499.2pp | 34.64%-18.6pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $363 | $2,165-83.2% | $3,968-90.8% | $3,080-88.2% |
| Admin fee / account holder | $4,394 | $4,237+3.7% | $5,929-25.9% | $3,454+27.2% |