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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 | $14,355 | $47,479-69.8% | $62,929-77.2% | $82,448-82.6% |
| Participation rate | 10.8% | 66.9%-56.0pp | 73.1%-62.3pp | 68.1%-57.2pp |
| Annual return | 18.44% | 20.34%-1.9pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $421 | $2,870-85.3% | $3,888-89.2% | $4,139-89.8% |
| Admin fee / account holder | $587 | $3,804-84.6% | $5,065-88.4% | $7,234-91.9% |