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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 | $83,550 | $106,005-21.2% | $92,239-9.4% | $147,585-43.4% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 16.91% | 50.05%-33.1pp | 176.29%-159.4pp | 578.58%-561.7pp |
| Employer contribution / active EE | $4,640 | $4,333+7.1% | $3,680+26.1% | $4,876-4.9% |
| Participant deferral / active EE | $654 | $4,478-85.4% | $3,897-83.2% | $5,439-88.0% |
| Admin fee / account holder | $1,621 | $6,333-74.4% | $5,194-68.8% | $10,886-85.1% |