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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 | $153,555 | $102,385+50.0% | $147,080+4.4% | $80,935+89.7% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 13.84% | 135.09%-121.3pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,313 | $3,717-64.7% | $4,933-73.4% | $2,757-52.4% |
| Participant deferral / active EE | $1,712 | $6,651-74.3% | $8,066-78.8% | $4,299-60.2% |
| Admin fee / account holder | $1,059 | $7,951-86.7% | $12,989-91.8% | $6,924-84.7% |