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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 | $33,119 | $69,774-52.5% | $67,575-51.0% | $74,459-55.5% |
| Participation rate | 12.5% | 71.4%-58.9pp | 72.9%-60.4pp | 67.2%-54.7pp |
| Annual return | 14.85% | -40.53%+55.4pp | 3528.98%-3514.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $892 | $3,636-75.5% | $4,003-77.7% | $4,350-79.5% |
| Admin fee / account holder | $390 | $890-56.1% | $3,993-90.2% | $1,945-79.9% |