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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 | $25,430 | $102,385-75.2% | $147,080-82.7% | $80,935-68.6% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 102.60% | 135.09%-32.5pp | 420.17%-317.6pp | 35.66%+66.9pp |
| Employer contribution / active EE | $967 | $3,717-74.0% | $4,933-80.4% | $2,757-64.9% |
| Participant deferral / active EE | $1,394 | $6,651-79.0% | $8,066-82.7% | $4,299-67.6% |
| Admin fee / account holder | $5,351 | $7,951-32.7% | $12,989-58.8% | $6,924-22.7% |