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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 | $20,823 | $102,663-79.7% | $86,216-75.8% | $139,466-85.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 20.03% | 1924.52%-1904.5pp | 1169.42%-1149.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $943 | $3,035-68.9% | $2,382-60.4% | $4,754-80.2% |
| Participant deferral / active EE | $977 | $4,677-79.1% | $3,986-75.5% | $6,712-85.4% |
| Admin fee / account holder | $391 | $8,663-95.5% | $6,853-94.3% | $11,409-96.6% |