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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 | $107,029 | $57,352+86.6% | $83,831+27.7% | $64,173+66.8% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.99%-857.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $7,320 | $2,546+187.6% | $3,631+101.6% | $2,381+207.5% |
| Participant deferral / active EE | $504 | $2,993-83.2% | $4,082-87.7% | $3,470-85.5% |
| Admin fee / account holder | $1,317 | $4,046-67.4% | $5,479-76.0% | $4,887-73.0% |