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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 | $123,038 | $63,346+94.2% | $92,240+33.4% | $70,126+75.5% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 16.39% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $12,372 | $2,471+400.6% | $3,680+236.2% | $2,343+428.2% |
| Participant deferral / active EE | $500 | $2,854-82.5% | $3,897-87.2% | $3,332-85.0% |
| Admin fee / account holder | $13,404 | $3,841+249.0% | $5,194+158.1% | $4,645+188.5% |