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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 | $34,661 | $102,385-66.1% | $147,080-76.4% | $80,935-57.2% |
| Participation rate | 51.2% | 75.9%-24.6pp | 82.2%-31.0pp | 67.7%-16.4pp |
| Annual return | 697.06% | 135.09%+562.0pp | 420.17%+276.9pp | 35.66%+661.4pp |
| Employer contribution / active EE | $912 | $3,717-75.5% | $4,933-81.5% | $2,757-66.9% |
| Participant deferral / active EE | $2,247 | $6,651-66.2% | $8,066-72.1% | $4,299-47.7% |
| Admin fee / account holder | $1,989 | $7,951-75.0% | $12,989-84.7% | $6,924-71.3% |