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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 | $50,318 | $79,189-36.5% | $102,457-50.9% | $74,400-32.4% |
| Participation rate | 16.9% | 74.8%-57.9pp | 76.5%-59.6pp | 67.2%-50.3pp |
| Annual return | 115.95% | 54.98%+61.0pp | 29.41%+86.5pp | 1367.51%-1251.6pp |
| Employer contribution / active EE | $1,169 | $2,362-50.5% | $3,022-61.3% | $2,624-55.5% |
| Participant deferral / active EE | $2,033 | $4,415-54.0% | $5,054-59.8% | $4,348-53.3% |
| Admin fee / account holder | $7,226 | $2,002+260.9% | $9,451-23.5% | $1,944+271.8% |