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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 | $20,451 | $27,243-24.9% | $52,425-61.0% | $79,634-74.3% |
| Participation rate | 1.1% | 22.4%-21.4pp | 55.6%-54.6pp | 62.5%-61.4pp |
| Annual return | 16.78% | 63.36%-46.6pp | 302.12%-285.3pp | 36.46%-19.7pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $70 | $636-89.0% | $1,790-96.1% | $3,835-98.2% |
| Admin fee / account holder | $3,136 | $2,105+49.0% | $2,495+25.7% | $1,002+213.0% |