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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 | $109,726 | $85,766+27.9% | $136,298-19.5% | $70,126+56.5% |
| Participation rate | 34.2% | 74.2%-39.9pp | 81.9%-47.7pp | 69.5%-35.3pp |
| Annual return | 16.21% | 31.46%-15.2pp | 5156.27%-5140.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $534 | $2,966-82.0% | $4,696-88.6% | $2,343-77.2% |
| Participant deferral / active EE | $1,617 | $5,051-68.0% | $6,247-74.1% | $3,332-51.5% |
| Admin fee / account holder | $7,519 | $5,421+38.7% | $9,244-18.7% | $4,645+61.8% |