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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 | $19,158 | $65,367-70.7% | $92,915-79.4% | $72,976-73.7% |
| Participation rate | 19.4% | 68.3%-48.9pp | 76.0%-56.6pp | 69.5%-50.0pp |
| Annual return | 392.44% | 42.11%+350.3pp | 109.45%+283.0pp | 81.02%+311.4pp |
| Employer contribution / active EE | $897 | $2,594-65.4% | $3,653-75.4% | $2,440-63.2% |
| Participant deferral / active EE | $791 | $3,128-74.7% | $4,238-81.3% | $3,608-78.1% |
| Admin fee / account holder | $5,492 | $4,251+29.2% | $5,796-5.2% | $5,124+7.2% |