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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 | $44,861 | $102,385-56.2% | $147,080-69.5% | $80,935-44.6% |
| Participation rate | 37.1% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 83.38% | 135.09%-51.7pp | 420.17%-336.8pp | 35.66%+47.7pp |
| Employer contribution / active EE | $1,165 | $3,717-68.7% | $4,933-76.4% | $2,757-57.7% |
| Participant deferral / active EE | $2,012 | $6,651-69.8% | $8,066-75.1% | $4,299-53.2% |
| Admin fee / account holder | $389 | $7,951-95.1% | $12,989-97.0% | $6,924-94.4% |