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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 | $49,800 | $88,203-43.5% | $165,100-69.8% | $74,478-33.1% |
| Participation rate | 17.0% | 73.1%-56.1pp | 78.6%-61.6pp | 67.2%-50.2pp |
| Annual return | 540.52% | 17.13%+523.4pp | 70.21%+470.3pp | 1370.56%-830.0pp |
| Employer contribution / active EE | $753 | $2,601-71.1% | $4,348-82.7% | $2,626-71.3% |
| Participant deferral / active EE | $895 | $4,505-80.1% | $6,035-85.2% | $4,350-79.4% |
| Admin fee / account holder | $3,569 | $2,235+59.7% | $12,696-71.9% | $1,946+83.4% |