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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 | $87,956 | $101,539-13.4% | $147,041-40.2% | $74,400+18.2% |
| Participation rate | 35.3% | 75.5%-40.2pp | 82.2%-46.9pp | 67.2%-31.9pp |
| Annual return | 21.58% | 8740.84%-8719.3pp | 419.21%-397.6pp | 1367.51%-1345.9pp |
| Employer contribution / active EE | $1,230 | $3,811-67.7% | $4,935-75.1% | $2,624-53.1% |
| Participant deferral / active EE | $2,961 | $7,304-59.5% | $8,071-63.3% | $4,348-31.9% |
| Admin fee / account holder | $2,729 | $1,749+56.0% | $13,006-79.0% | $1,944+40.4% |