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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 | $23,738 | $50,150-52.7% | $149,723-84.1% | $80,169-70.4% |
| Participation rate | 2.3% | 64.3%-62.0pp | 78.8%-76.5pp | 72.9%-70.6pp |
| Annual return | 23.66% | 29.80%-6.1pp | 134.50%-110.8pp | 40.39%-16.7pp |
| Employer contribution / active EE | $0 | $1,868-100.0% | $4,821-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $143 | $3,195-95.5% | $5,682-97.5% | $5,016-97.1% |
| Admin fee / account holder | $4,773 | $153+3026.4% | $13,215-63.9% | $145+3192.9% |