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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 | $110,216 | $98,766+11.6% | $149,730-26.4% | $79,852+38.0% |
| Participation rate | 14.6% | 75.8%-61.1pp | 82.5%-67.8pp | 69.6%-55.0pp |
| Annual return | 30.15% | 27.43%+2.7pp | 276.70%-246.5pp | 31.72%-1.6pp |
| Employer contribution / active EE | $646 | $3,217-79.9% | $4,645-86.1% | $2,471-73.9% |
| Participant deferral / active EE | $2,122 | $5,681-62.6% | $6,843-69.0% | $3,740-43.3% |
| Admin fee / account holder | $26,498 | $6,052+337.8% | $9,310+184.6% | $5,306+399.4% |