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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 | $113,447 | $88,137+28.7% | $164,975-31.2% | $74,429+52.4% |
| Participation rate | 29.1% | 73.1%-44.0pp | 78.6%-49.5pp | 67.2%-38.1pp |
| Annual return | 18.05% | 17.13%+0.9pp | 70.12%-52.1pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $1,628 | $2,597-37.3% | $4,343-62.5% | $2,625-38.0% |
| Participant deferral / active EE | $2,076 | $4,501-53.9% | $6,033-65.6% | $4,348-52.2% |
| Admin fee / account holder | $7,129 | $2,231+219.5% | $12,688-43.8% | $1,944+266.7% |