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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 | $30,001 | $63,346-52.6% | $92,240-67.5% | $70,126-57.2% |
| Participation rate | 66.0% | 68.7%-2.7pp | 76.5%-10.5pp | 69.5%-3.6pp |
| Annual return | 13.69% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $13,067 | $2,471+428.8% | $3,680+255.1% | $2,343+457.8% |
| Participant deferral / active EE | $370 | $2,854-87.0% | $3,897-90.5% | $3,332-88.9% |
| Admin fee / account holder | $6,711 | $3,841+74.7% | $5,194+29.2% | $4,645+44.5% |