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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 | $91,620 | $79,209+15.7% | $102,434-10.6% | $74,459+23.0% |
| Participation rate | 22.0% | 74.8%-52.8pp | 76.5%-54.6pp | 67.2%-45.3pp |
| Annual return | 24.51% | 54.98%-30.5pp | 29.46%-4.9pp | 1369.70%-1345.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,018 | $4,417-76.9% | $5,055-79.9% | $4,350-76.6% |
| Admin fee / account holder | $18,421 | $2,002+820.2% | $9,462+94.7% | $1,945+847.2% |