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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 | $67,811 | $111,785-39.3% | $93,669-27.6% | $145,877-53.5% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 20.72% | 203.79%-183.1pp | 133.59%-112.9pp | 551.28%-530.6pp |
| Employer contribution / active EE | $837 | $3,096-73.0% | $2,424-65.4% | $4,663-82.0% |
| Participant deferral / active EE | $977 | $4,919-80.1% | $4,416-77.9% | $6,691-85.4% |
| Admin fee / account holder | $1,728 | $10,256-83.2% | $8,291-79.2% | $13,402-87.1% |