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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 | $51,926 | $150,412-65.5% | $120,574-56.9% | $145,884-64.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 12.31% | 154.50%-142.2pp | 107.42%-95.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $917 | $4,355-78.9% | $3,471-73.6% | $4,662-80.3% |
| Participant deferral / active EE | $1,094 | $6,175-82.3% | $4,996-78.1% | $6,690-83.6% |
| Admin fee / account holder | $1,211 | $12,224-90.1% | $9,445-87.2% | $13,392-91.0% |