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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 | $59,325 | $29,554+100.7% | $56,054+5.8% | $77,692-23.6% |
| Participation rate | 5.6% | 32.6%-27.0pp | 52.5%-46.9pp | 70.6%-65.0pp |
| Annual return | 16.66% | 18.89%-2.2pp | 1705.95%-1689.3pp | 31.25%-14.6pp |
| Employer contribution / active EE | $124 | $568-78.1% | $1,039-88.0% | $2,726-95.4% |
| Participant deferral / active EE | $252 | $1,061-76.2% | $1,952-87.1% | $4,648-94.6% |
| Admin fee / account holder | $7,728 | $1,046+639.0% | $2,822+173.8% | $431+1695.1% |