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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 | $86,373 | $93,345-7.5% | $119,126-27.5% | $87,485-1.3% |
| Participation rate | 47.6% | 68.7%-21.1pp | 75.8%-28.1pp | 68.9%-21.3pp |
| Annual return | 16.67% | 19.08%-2.4pp | 282.11%-265.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $9,084 | $3,172+186.4% | $4,034+125.2% | $2,596+249.9% |
| Participant deferral / active EE | $1,311 | $4,099-68.0% | $5,318-75.4% | $4,274-69.3% |
| Admin fee / account holder | $28,088 | $8,039+249.4% | $10,693+162.7% | $7,775+261.3% |