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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 | $56,297 | $65,566-14.1% | $86,235-34.7% | $75,177-25.1% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.0%-7.4pp | 67.2%-5.7pp |
| Annual return | 13.90% | 46.07%-32.2pp | 1170.03%-1156.1pp | 160.75%-146.8pp |
| Employer contribution / active EE | $546 | $1,553-64.9% | $2,381-77.1% | $2,671-79.6% |
| Participant deferral / active EE | $931 | $3,023-69.2% | $3,987-76.6% | $4,126-77.4% |
| Admin fee / account holder | $1,167 | $5,470-78.7% | $6,856-83.0% | $5,651-79.4% |