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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 | $72,718 | $101,672-28.5% | $147,117-50.6% | $74,478-2.4% |
| Participation rate | 39.5% | 75.5%-36.0pp | 82.2%-42.6pp | 67.2%-27.7pp |
| Annual return | 15.72% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,442 | $3,813-62.2% | $4,932-70.8% | $2,626-45.1% |
| Participant deferral / active EE | $2,910 | $7,305-60.2% | $8,065-63.9% | $4,350-33.1% |
| Admin fee / account holder | $7,159 | $1,753+308.3% | $12,993-44.9% | $1,946+267.9% |