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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 | $196,871 | $148,582+32.5% | $135,942+44.8% | $139,456+41.2% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 19.93% | 79.26%-59.3pp | 68.28%-48.3pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,235 | $5,245-76.4% | $4,858-74.6% | $4,753-74.0% |
| Participant deferral / active EE | $1,123 | $8,101-86.1% | $7,759-85.5% | $6,711-83.3% |
| Admin fee / account holder | $1,355 | $12,402-89.1% | $10,764-87.4% | $11,407-88.1% |