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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 | $41,272 | $69,774-40.8% | $67,575-38.9% | $74,459-44.6% |
| Participation rate | 21.5% | 71.4%-49.9pp | 72.9%-51.4pp | 67.2%-45.7pp |
| Annual return | 11.72% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $846 | $3,636-76.7% | $4,003-78.9% | $4,350-80.6% |
| Admin fee / account holder | $1,603 | $890+80.1% | $3,993-59.9% | $1,945-17.6% |