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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 | $10,332 | $29,507-65.0% | $56,025-81.6% | $77,762-86.7% |
| Participation rate | 1.2% | 32.7%-31.5pp | 52.5%-51.3pp | 70.6%-69.4pp |
| Annual return | 39.50% | 18.90%+20.6pp | 1712.69%-1673.2pp | 31.27%+8.2pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $81 | $1,062-92.3% | $1,955-95.8% | $4,651-98.3% |
| Admin fee / account holder | $1,164 | $1,041+11.8% | $2,828-58.9% | $433+168.8% |