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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 | $243,963 | $68,878+254.2% | $120,574+102.3% | $80,935+201.4% |
| Participation rate | 26.2% | 61.7%-35.5pp | 71.9%-45.8pp | 67.7%-41.5pp |
| Annual return | 23.05% | 23.67%-0.6pp | 107.42%-84.4pp | 35.66%-12.6pp |
| Employer contribution / active EE | $537 | $2,065-74.0% | $3,471-84.5% | $2,757-80.5% |
| Participant deferral / active EE | $661 | $3,189-79.3% | $4,996-86.8% | $4,299-84.6% |
| Admin fee / account holder | $1,477 | $5,782-74.5% | $9,445-84.4% | $6,924-78.7% |