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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 | $19,908 | $60,393-67.0% | $81,820-75.7% | $74,429-73.3% |
| Participation rate | 5.9% | 62.9%-57.0pp | 72.4%-66.5pp | 67.2%-61.3pp |
| Annual return | 17.98% | 16.89%+1.1pp | 777.93%-759.9pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $711 | $3,397-79.1% | $4,323-83.5% | $4,348-83.6% |
| Admin fee / account holder | $391 | $1,491-73.7% | $7,391-94.7% | $1,944-79.9% |