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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 | $77,136 | $76,634+0.7% | $56,054+37.6% | $145,978-47.2% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 13.58% | 3004.33%-2990.7pp | 1705.95%-1692.4pp | 550.52%-536.9pp |
| Employer contribution / active EE | $123 | $1,380-91.1% | $1,039-88.2% | $4,662-97.4% |
| Participant deferral / active EE | $153 | $2,622-94.2% | $1,952-92.2% | $6,690-97.7% |
| Admin fee / account holder | $2,213 | $3,321-33.4% | $2,822-21.6% | $13,400-83.5% |