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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 | $140,714 | $85,766+64.1% | $136,298+3.2% | $70,126+100.7% |
| Participation rate | 34.4% | 74.2%-39.8pp | 81.9%-47.5pp | 69.5%-35.2pp |
| Annual return | 22.99% | 31.46%-8.5pp | 5156.27%-5133.3pp | 73.15%-50.2pp |
| Employer contribution / active EE | $534 | $2,966-82.0% | $4,696-88.6% | $2,343-77.2% |
| Participant deferral / active EE | $1,967 | $5,051-61.1% | $6,247-68.5% | $3,332-41.0% |
| Admin fee / account holder | $2,696 | $5,421-50.3% | $9,244-70.8% | $4,645-42.0% |