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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 | $19,875 | $40,435-50.8% | $80,627-75.3% | $74,460-73.3% |
| Participation rate | 2.5% | 47.4%-44.9pp | 67.0%-64.5pp | 70.7%-68.2pp |
| Annual return | 17.04% | 165.19%-148.2pp | 936.76%-919.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $103 | $2,673-96.1% | $4,443-97.7% | $4,530-97.7% |
| Admin fee / account holder | $3,087 | $721+328.3% | $5,381-42.6% | $348+787.6% |