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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 | $67,505 | $92,224-26.8% | $105,223-35.8% | $79,634-15.2% |
| Participation rate | 16.9% | 69.2%-52.2pp | 75.0%-58.1pp | 62.5%-45.6pp |
| Annual return | 18.32% | 88.65%-70.3pp | 180.65%-162.3pp | 36.46%-18.1pp |
| Employer contribution / active EE | $860 | $3,965-78.3% | $3,689-76.7% | $2,529-66.0% |
| Participant deferral / active EE | $1,158 | $3,834-69.8% | $5,072-77.2% | $3,835-69.8% |
| Admin fee / account holder | $4,148 | $1,121+270.2% | $8,859-53.2% | $1,002+314.0% |