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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 | $166,500 | $124,330+33.9% | $109,173+52.5% | $167,536-0.6% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 15.42% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,000 | $4,209-76.2% | $3,723-73.1% | $4,839-79.3% |
| Participant deferral / active EE | $762 | $5,256-85.5% | $4,654-83.6% | $6,342-88.0% |
| Admin fee / account holder | $51,665 | $7,974+547.9% | $6,755+664.8% | $12,315+319.5% |