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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 | $49,423 | $75,828-34.8% | $147,617-66.5% | $59,632-17.1% |
| Participation rate | 19.6% | 71.6%-51.9pp | 84.6%-65.0pp | 68.7%-49.0pp |
| Annual return | -0.85% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $772 | $3,130-75.3% | $4,895-84.2% | $3,192-75.8% |
| Admin fee / account holder | $1,013 | $5,985-83.1% | $11,611-91.3% | $4,297-76.4% |