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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 | $163,939 | $80,812+102.9% | $160,784+2.0% | $82,448+98.8% |
| Participation rate | 16.7% | 66.2%-49.6pp | 77.0%-60.3pp | 68.1%-51.4pp |
| Annual return | 17.05% | 100.59%-83.5pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $631 | $2,174-71.0% | $3,733-83.1% | $2,551-75.3% |
| Participant deferral / active EE | $1,244 | $4,335-71.3% | $6,293-80.2% | $4,139-69.9% |
| Admin fee / account holder | $1,718 | $7,695-77.7% | $9,717-82.3% | $7,234-76.3% |