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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 | $137,049 | $110,410+24.1% | $102,437+33.8% | $145,897-6.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 139.70% | 24.85%+114.9pp | 24.95%+114.8pp | 552.29%-412.6pp |
| Employer contribution / active EE | $1,900 | $4,217-55.0% | $3,871-50.9% | $4,663-59.3% |
| Participant deferral / active EE | $500 | $5,622-91.1% | $5,060-90.1% | $6,689-92.5% |
| Admin fee / account holder | $21,947 | $9,745+125.2% | $8,388+161.6% | $13,390+63.9% |