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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 | $5,357 | $30,423-82.4% | $56,025-90.4% | $74,478-92.8% |
| Participation rate | 12.4% | 32.9%-20.5pp | 52.5%-40.1pp | 67.2%-54.8pp |
| Annual return | 21.68% | 24.97%-3.3pp | 1712.69%-1691.0pp | 1370.56%-1348.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $169 | $1,176-85.6% | $1,955-91.3% | $4,350-96.1% |
| Admin fee / account holder | $367 | $2,363-84.5% | $2,828-87.0% | $1,946-81.2% |