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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 | $26,300 | $54,729-51.9% | $86,235-69.5% | $71,529-63.2% |
| Participation rate | 7.6% | 60.1%-52.5pp | 69.0%-61.3pp | 67.9%-60.3pp |
| Annual return | 15.00% | 20.07%-5.1pp | 1170.03%-1155.0pp | 28.97%-14.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $342 | $3,110-89.0% | $3,987-91.4% | $4,291-92.0% |
| Admin fee / account holder | $378 | $1,921-80.3% | $6,856-94.5% | $1,588-76.2% |