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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 | $100,251 | $102,422-2.1% | $147,117-31.9% | $80,959+23.8% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.7%-21.0pp |
| Annual return | 17.17% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $5,331 | $3,717+43.4% | $4,932+8.1% | $2,757+93.3% |
| Participant deferral / active EE | $858 | $6,652-87.1% | $8,065-89.4% | $4,300-80.0% |
| Admin fee / account holder | $2,401 | $7,953-69.8% | $12,993-81.5% | $6,925-65.3% |