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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 | $120,391 | $65,555+83.6% | $86,216+39.6% | $75,173+60.2% |
| Participation rate | 28.1% | 60.5%-32.4pp | 69.0%-40.8pp | 67.2%-39.1pp |
| Annual return | 15.86% | 46.07%-30.2pp | 1169.42%-1153.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $652 | $1,553-58.0% | $2,382-72.6% | $2,671-75.6% |
| Participant deferral / active EE | $1,138 | $3,023-62.3% | $3,986-71.4% | $4,126-72.4% |
| Admin fee / account holder | $2,013 | $5,469-63.2% | $6,853-70.6% | $5,651-64.4% |