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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 | $23,861 | $45,022-47.0% | $85,126-72.0% | $77,714-69.3% |
| Participation rate | 4.9% | 48.7%-43.8pp | 67.5%-62.7pp | 70.6%-65.7pp |
| Annual return | 17.22% | 79.38%-62.2pp | 66.63%-49.4pp | 31.26%-14.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $172 | $2,811-93.9% | $4,523-96.2% | $4,649-96.3% |
| Admin fee / account holder | $3,893 | $913+326.3% | $6,160-36.8% | $433+798.4% |