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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 | $18,412 | $60,119-69.4% | $90,430-79.6% | $79,858-76.9% |
| Participation rate | 12.1% | 65.0%-52.9pp | 72.7%-60.6pp | 69.6%-57.5pp |
| Annual return | 12.56% | 71.94%-59.4pp | 1293.73%-1281.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $272 | $2,938-90.7% | $3,963-93.1% | $3,740-92.7% |
| Admin fee / account holder | $626 | $3,976-84.3% | $5,613-88.8% | $5,306-88.2% |