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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 | $172,580 | $102,422+68.5% | $147,117+17.3% | $80,959+113.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 14.83% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,242 | $3,717-66.6% | $4,932-74.8% | $2,757-54.9% |
| Participant deferral / active EE | $2,472 | $6,652-62.8% | $8,065-69.3% | $4,300-42.5% |
| Admin fee / account holder | $1,483 | $7,953-81.4% | $12,993-88.6% | $6,925-78.6% |