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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 | $33,459 | $82,678-59.5% | $125,391-73.3% | $68,490-51.1% |
| Participation rate | 58.6% | 75.1%-16.4pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | 302.15% | -5.97%+308.1pp | 572.41%-270.3pp | -7.85%+310.0pp |
| Employer contribution / active EE | $14,538 | $3,382+329.8% | $4,816+201.9% | $2,597+459.9% |
| Participant deferral / active EE | $2,473 | $6,111-59.5% | $7,448-66.8% | $4,028-38.6% |
| Admin fee / account holder | $1,761 | $6,277-71.9% | $10,009-82.4% | $5,403-67.4% |