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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 | $37,881 | $96,419-60.7% | $80,648-53.0% | $139,487-72.8% |
| Participation rate | 64.7% | 73.6%-8.9pp | 67.0%-2.3pp | 80.3%-15.6pp |
| Annual return | 14.49% | 1352.86%-1338.4pp | 937.21%-922.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $5,957 | $3,261+82.7% | $2,724+118.7% | $4,755+25.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,042 | $6,605-84.2% | $5,382-80.6% | $11,407-90.9% |