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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 | $23,855 | $44,425-46.3% | $67,834-64.8% | $55,167-56.8% |
| Participation rate | 17.5% | 59.7%-42.2pp | 68.8%-51.3pp | 69.0%-51.5pp |
| Annual return | 9.25% | 17.80%-8.6pp | 138.47%-129.2pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $668 | $2,166-69.2% | $3,160-78.9% | $3,054-78.1% |
| Admin fee / account holder | $3,180 | $530+499.5% | $4,622-31.2% | $504+531.0% |