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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 | $116,574 | $93,345+24.9% | $119,126-2.1% | $87,485+33.3% |
| Participation rate | 31.6% | 68.7%-37.1pp | 75.8%-44.1pp | 68.9%-37.3pp |
| Annual return | 21.72% | 19.08%+2.6pp | 282.11%-260.4pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,671 | $3,172-47.3% | $4,034-58.6% | $2,596-35.6% |
| Participant deferral / active EE | $1,577 | $4,099-61.5% | $5,318-70.3% | $4,274-63.1% |
| Admin fee / account holder | $3,804 | $8,039-52.7% | $10,693-64.4% | $7,775-51.1% |