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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 | $18,241 | $53,216-65.7% | $155,534-88.3% | $199,960-90.9% |
| Participation rate | 1.9% | 64.1%-62.2pp | 78.2%-76.3pp | 72.0%-70.1pp |
| Annual return | 13.51% | 41.18%-27.7pp | 64.92%-51.4pp | 34.28%-20.8pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $155 | $3,164-95.1% | $5,630-97.3% | $5,087-97.0% |
| Admin fee / account holder | $1,407 | $186+657.6% | $15,900-91.2% | $269+422.5% |