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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 | $237,312 | $148,582+59.7% | $135,942+74.6% | $139,456+70.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 16.72% | 79.26%-62.5pp | 68.28%-51.6pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,800 | $5,245-65.7% | $4,858-62.9% | $4,753-62.1% |
| Participant deferral / active EE | $1,800 | $8,101-77.8% | $7,759-76.8% | $6,711-73.2% |
| Admin fee / account holder | $523 | $12,402-95.8% | $10,764-95.1% | $11,407-95.4% |