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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 | $131,916 | $115,810+13.9% | $101,271+30.3% | $158,966-17.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 10.13% | 56.15%-46.0pp | 46.48%-36.3pp | 302.95%-292.8pp |
| Employer contribution / active EE | $917 | $4,175-78.0% | $3,660-75.0% | $4,762-80.7% |
| Participant deferral / active EE | $1,292 | $4,958-73.9% | $4,371-70.4% | $5,983-78.4% |
| Admin fee / account holder | $825 | $7,248-88.6% | $5,948-86.1% | $11,250-92.7% |