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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 | $10,005 | $29,569-66.2% | $56,077-82.2% | $77,714-87.1% |
| Participation rate | 7.2% | 32.6%-25.4pp | 52.5%-45.3pp | 70.6%-63.3pp |
| Annual return | 17.15% | 18.90%-1.7pp | 1709.28%-1692.1pp | 31.26%-14.1pp |
| Employer contribution / active EE | $153 | $569-73.1% | $1,040-85.3% | $2,727-94.4% |
| Participant deferral / active EE | $250 | $1,061-76.4% | $1,954-87.2% | $4,649-94.6% |
| Admin fee / account holder | $3,531 | $1,042+238.8% | $2,825+25.0% | $433+715.1% |