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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 | $81,545 | $101,591-19.7% | $147,096-44.6% | $74,429+9.6% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.2%-54.1pp | 67.2%-39.2pp |
| Annual return | 13.22% | 8746.45%-8733.2pp | 419.75%-406.5pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,224 | $3,813-67.9% | $4,936-75.2% | $2,625-53.4% |
| Participant deferral / active EE | $2,459 | $7,302-66.3% | $8,071-69.5% | $4,348-43.4% |
| Admin fee / account holder | $13,691 | $1,750+682.3% | $13,005+5.3% | $1,944+604.2% |