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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 | $201,601 | $150,207+34.2% | $120,380+67.5% | $145,978+38.1% |
| Participation rate | 53.8% | 78.8%-24.9pp | 71.9%-18.1pp | 80.3%-26.4pp |
| Annual return | 12.88% | 154.28%-141.4pp | 107.28%-94.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $911 | $4,351-79.1% | $3,465-73.7% | $4,662-80.5% |
| Participant deferral / active EE | $1,073 | $6,175-82.6% | $4,992-78.5% | $6,690-84.0% |
| Admin fee / account holder | $27,732 | $12,203+127.2% | $9,421+194.4% | $13,400+107.0% |