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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 | $74,096 | $76,368-3.0% | $67,681+9.5% | $154,746-52.1% |
| Participation rate | 37.5% | 79.0%-41.5pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 16.35% | 1066.77%-1050.4pp | 590.58%-574.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $556 | $3,151-82.4% | $2,678-79.2% | $4,379-87.3% |
| Participant deferral / active EE | $968 | $4,824-79.9% | $3,976-75.7% | $6,730-85.6% |
| Admin fee / account holder | $1,839 | $8,559-78.5% | $6,100-69.8% | $14,365-87.2% |