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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 | $21,528 | $80,812-73.4% | $160,784-86.6% | $82,448-73.9% |
| Participation rate | 11.4% | 66.2%-54.8pp | 77.0%-65.5pp | 68.1%-56.6pp |
| Annual return | 13.63% | 100.59%-87.0pp | 1803.92%-1790.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $458 | $4,335-89.4% | $6,293-92.7% | $4,139-88.9% |
| Admin fee / account holder | $827 | $7,695-89.3% | $9,717-91.5% | $7,234-88.6% |