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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 | $179,094 | $80,812+121.6% | $160,784+11.4% | $82,448+117.2% |
| Participation rate | 13.9% | 66.2%-52.3pp | 77.0%-63.1pp | 68.1%-54.2pp |
| Annual return | 13.43% | 100.59%-87.2pp | 1803.92%-1790.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $519 | $2,174-76.1% | $3,733-86.1% | $2,551-79.7% |
| Participant deferral / active EE | $1,064 | $4,335-75.5% | $6,293-83.1% | $4,139-74.3% |
| Admin fee / account holder | $2,082 | $7,695-72.9% | $9,717-78.6% | $7,234-71.2% |