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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 | $6,350 | $27,800-77.2% | $58,544-89.2% | $71,495-91.1% |
| Participation rate | 2.3% | 34.6%-32.3pp | 50.9%-48.6pp | 67.9%-65.7pp |
| Annual return | 23.05% | 26.80%-3.8pp | 4249.56%-4226.5pp | 28.85%-5.8pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $105 | $1,208-91.3% | $1,923-94.5% | $4,291-97.5% |
| Admin fee / account holder | $506 | $1,637-69.1% | $2,520-79.9% | $1,588-68.1% |