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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 | $18,766 | $82,674-77.3% | $125,381-85.0% | $68,486-72.6% |
| Participation rate | 52.8% | 75.1%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | 175.46% | -5.97%+181.4pp | 572.31%-396.9pp | -7.85%+183.3pp |
| Employer contribution / active EE | $1,439 | $3,382-57.4% | $4,815-70.1% | $2,597-44.6% |
| Participant deferral / active EE | $2,511 | $6,111-58.9% | $7,448-66.3% | $4,028-37.7% |
| Admin fee / account holder | $316 | $6,277-95.0% | $10,007-96.8% | $5,404-94.2% |