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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 | $124,309 | $111,785+11.2% | $93,669+32.7% | $145,877-14.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 19.48% | 203.79%-184.3pp | 133.59%-114.1pp | 551.28%-531.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,116 | $4,919-77.3% | $4,416-74.7% | $6,691-83.3% |
| Admin fee / account holder | $1,130 | $10,256-89.0% | $8,291-86.4% | $13,402-91.6% |