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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 | $100,934 | $81,208+24.3% | $98,920+2.0% | $79,852+26.4% |
| Participation rate | 39.2% | 72.5%-33.3pp | 76.0%-36.8pp | 69.6%-30.4pp |
| Annual return | 15.18% | 60.99%-45.8pp | 196.47%-181.3pp | 31.72%-16.5pp |
| Employer contribution / active EE | $706 | $1,960-64.0% | $2,689-73.7% | $2,471-71.4% |
| Participant deferral / active EE | $1,061 | $3,265-67.5% | $4,245-75.0% | $3,740-71.6% |
| Admin fee / account holder | $673 | $6,013-88.8% | $6,643-89.9% | $5,306-87.3% |