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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 | $108,113 | $98,766+9.5% | $149,730-27.8% | $79,852+35.4% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 33.24% | 27.43%+5.8pp | 276.70%-243.5pp | 31.72%+1.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,425 | $5,681-74.9% | $6,843-79.2% | $3,740-61.9% |
| Admin fee / account holder | $578 | $6,052-90.5% | $9,310-93.8% | $5,306-89.1% |