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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 | $21,500 | $81,331-73.6% | $155,534-86.2% | $80,935-73.4% |
| Participation rate | 13.8% | 66.3%-52.5pp | 78.2%-64.4pp | 67.7%-53.9pp |
| Annual return | 158.59% | 33.37%+125.2pp | 64.92%+93.7pp | 35.66%+122.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $756 | $3,454-78.1% | $5,630-86.6% | $4,299-82.4% |
| Admin fee / account holder | $2,200 | $7,999-72.5% | $15,900-86.2% | $6,924-68.2% |