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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 | $199,874 | $157,276+27.1% | $141,177+41.6% | $152,885+30.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.10% | 64.33%-44.2pp | 71.40%-51.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $5,062 | $5,262-3.8% | $4,736+6.9% | $4,763+6.3% |
| Participant deferral / active EE | $1,640 | $7,110-76.9% | $6,710-75.6% | $5,851-72.0% |
| Admin fee / account holder | $30,222 | $12,123+149.3% | $10,263+194.5% | $11,598+160.6% |