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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 | $230,235 | $181,062+27.2% | $158,223+45.5% | $155,188+48.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 14.51% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,125 | $4,565-75.3% | $4,109-72.6% | $4,248-73.5% |
| Participant deferral / active EE | $1,628 | $6,134-73.5% | $5,467-70.2% | $6,531-75.1% |
| Admin fee / account holder | $21,060 | $18,825+11.9% | $16,047+31.2% | $14,480+45.4% |