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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 | $219,194 | $134,817+62.6% | $123,973+76.8% | $155,188+41.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 14.89% | 515.49%-500.6pp | 388.13%-373.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,223 | $4,425-72.4% | $4,126-70.3% | $4,248-71.2% |
| Participant deferral / active EE | $1,529 | $5,706-73.2% | $5,247-70.9% | $6,531-76.6% |
| Admin fee / account holder | $867 | $13,245-93.5% | $11,799-92.7% | $14,480-94.0% |