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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 | $31,177 | $64,705-51.8% | $62,929-50.5% | $67,986-54.1% |
| Participation rate | 11.5% | 65.6%-54.1pp | 73.1%-61.6pp | 57.2%-45.7pp |
| Annual return | 17.48% | 20.31%-2.8pp | 1063.93%-1046.5pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $873 | $3,198-72.7% | $3,888-77.5% | $3,358-74.0% |
| Admin fee / account holder | $12,002 | $1,428+740.4% | $5,065+137.0% | $3,203+274.7% |