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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 | $107,185 | $102,385+4.7% | $147,080-27.1% | $80,935+32.4% |
| Participation rate | 61.5% | 75.9%-14.4pp | 82.2%-20.7pp | 67.7%-6.2pp |
| Annual return | 12.17% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,859 | $3,717-50.0% | $4,933-62.3% | $2,757-32.6% |
| Participant deferral / active EE | $2,498 | $6,651-62.4% | $8,066-69.0% | $4,299-41.9% |
| Admin fee / account holder | $8,791 | $7,951+10.6% | $12,989-32.3% | $6,924+27.0% |