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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 | $93,817 | $53,344+75.9% | $121,204-22.6% | $74,460+26.0% |
| Participation rate | 11.5% | 60.0%-48.5pp | 69.5%-58.0pp | 70.7%-59.2pp |
| Annual return | 22.11% | 35.15%-13.0pp | 987.18%-965.1pp | 34.38%-12.3pp |
| Employer contribution / active EE | $423 | $1,898-77.7% | $4,170-89.9% | $2,638-84.0% |
| Participant deferral / active EE | $789 | $3,220-75.5% | $4,083-80.7% | $4,530-82.6% |
| Admin fee / account holder | $575 | $382+50.5% | $5,651-89.8% | $348+65.2% |