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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 | $30,128 | $85,766-64.9% | $136,297-77.9% | $70,131-57.0% |
| Participation rate | 3.7% | 74.2%-70.5pp | 81.9%-78.3pp | 69.5%-65.9pp |
| Annual return | 62.67% | 31.45%+31.2pp | 5156.16%-5093.5pp | 73.14%-10.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $779 | $5,051-84.6% | $6,247-87.5% | $3,332-76.6% |
| Admin fee / account holder | $806 | $5,420-85.1% | $9,244-91.3% | $4,645-82.6% |