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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 | $108,063 | $79,223+36.4% | $102,460+5.5% | $74,478+45.1% |
| Participation rate | 19.1% | 74.8%-55.6pp | 76.5%-57.4pp | 67.2%-48.1pp |
| Annual return | 17.57% | 54.98%-37.4pp | 29.47%-11.9pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $779 | $2,363-67.0% | $3,025-74.2% | $2,626-70.3% |
| Participant deferral / active EE | $1,491 | $4,417-66.2% | $5,056-70.5% | $4,350-65.7% |
| Admin fee / account holder | $10,069 | $2,003+402.7% | $9,460+6.4% | $1,946+417.4% |