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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 | $75,618 | $54,717+38.2% | $86,216-12.3% | $71,511+5.7% |
| Participation rate | 21.7% | 60.1%-38.4pp | 69.0%-47.3pp | 67.9%-46.2pp |
| Annual return | 15.37% | 20.07%-4.7pp | 1169.42%-1154.1pp | 28.86%-13.5pp |
| Employer contribution / active EE | $378 | $1,267-70.2% | $2,382-84.1% | $2,589-85.4% |
| Participant deferral / active EE | $1,134 | $3,110-63.5% | $3,986-71.6% | $4,291-73.6% |
| Admin fee / account holder | $11,352 | $1,922+490.6% | $6,853+65.6% | $1,588+614.6% |