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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 | $17,328 | $60,504-71.4% | $81,882-78.8% | $74,478-76.7% |
| Participation rate | 6.7% | 62.9%-56.2pp | 72.4%-65.7pp | 67.2%-60.5pp |
| Annual return | 12.30% | 16.91%-4.6pp | 779.47%-767.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $87 | $3,400-97.4% | $4,323-98.0% | $4,350-98.0% |
| Admin fee / account holder | $468 | $1,492-68.6% | $7,360-93.6% | $1,946-75.9% |