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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 | $76,212 | $61,125+24.7% | $94,057-19.0% | $87,485-12.9% |
| Participation rate | 16.0% | 64.1%-48.1pp | 73.3%-57.3pp | 68.9%-52.9pp |
| Annual return | 16.27% | 35.20%-18.9pp | 480.62%-464.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $337 | $2,136-84.2% | $2,933-88.5% | $2,596-87.0% |
| Participant deferral / active EE | $778 | $3,260-76.1% | $4,709-83.5% | $4,274-81.8% |
| Admin fee / account holder | $1,850 | $5,629-67.1% | $7,244-74.5% | $7,775-76.2% |