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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 | $152,727 | $166,089-8.0% | $164,928-7.4% | $145,978+4.6% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.6%-37.4pp | 80.3%-39.1pp |
| Annual return | 27.16% | 100.26%-73.1pp | 70.08%-42.9pp | 550.52%-523.4pp |
| Employer contribution / active EE | $1,750 | $5,276-66.8% | $4,343-59.7% | $4,662-62.5% |
| Participant deferral / active EE | $1,549 | $6,961-77.7% | $6,034-74.3% | $6,690-76.8% |
| Admin fee / account holder | $1,364 | $16,641-91.8% | $12,684-89.2% | $13,400-89.8% |