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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 | $54,901 | $91,536-40.0% | $130,062-57.8% | $75,177-27.0% |
| Participation rate | 68.1% | 71.5%-3.4pp | 78.5%-10.5pp | 67.2%+0.9pp |
| Annual return | 17.65% | -631.62%+649.3pp | -137.37%+155.0pp | 160.75%-143.1pp |
| Employer contribution / active EE | $1,222 | $2,845-57.0% | $4,322-71.7% | $2,671-54.2% |
| Participant deferral / active EE | $1,647 | $4,343-62.1% | $5,821-71.7% | $4,126-60.1% |
| Admin fee / account holder | $2,480 | $6,780-63.4% | $10,601-76.6% | $5,651-56.1% |