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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 | $30,137 | $89,225-66.2% | $133,698-77.5% | $74,478-59.5% |
| Participation rate | 24.5% | 69.4%-44.9pp | 76.4%-51.9pp | 67.2%-42.7pp |
| Annual return | 67.89% | 22.76%+45.1pp | 580.90%-513.0pp | 1370.56%-1302.7pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,622 | $4,597-64.7% | $7,016-76.9% | $4,350-62.7% |
| Admin fee / account holder | $7,619 | $1,545+393.0% | $6,703+13.7% | $1,946+291.5% |