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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 | $134,503 | $108,897+23.5% | $100,378+34.0% | $145,877-7.8% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 12.82% | 58.17%-45.4pp | 49.41%-36.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $605 | $4,420-86.3% | $3,942-84.7% | $4,663-87.0% |
| Participant deferral / active EE | $1,211 | $8,455-85.7% | $8,087-85.0% | $6,691-81.9% |
| Admin fee / account holder | $4,224 | $9,690-56.4% | $7,899-46.5% | $13,402-68.5% |