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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 | $25,419 | $74,661-66.0% | $160,784-84.2% | $67,986-62.6% |
| Participation rate | 23.4% | 57.1%-33.8pp | 77.0%-53.6pp | 57.2%-33.8pp |
| Annual return | 16.36% | 28.83%-12.5pp | 1803.92%-1787.6pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,274 | $3,681-65.4% | $6,293-79.8% | $3,358-62.1% |
| Admin fee / account holder | $631 | $3,959-84.1% | $9,717-93.5% | $3,203-80.3% |