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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 | $60,060 | $101,672-40.9% | $147,117-59.2% | $74,478-19.4% |
| Participation rate | 64.3% | 75.5%-11.2pp | 82.2%-17.8pp | 67.2%-2.9pp |
| Annual return | 14.28% | 8757.83%-8743.5pp | 420.54%-406.3pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $2,705 | $3,813-29.1% | $4,932-45.2% | $2,626+3.0% |
| Participant deferral / active EE | $2,420 | $7,305-66.9% | $8,065-70.0% | $4,350-44.4% |
| Admin fee / account holder | $3,437 | $1,753+96.0% | $12,993-73.5% | $1,946+76.6% |