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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 | $93,168 | $48,327+92.8% | $67,575+37.9% | $80,935+15.1% |
| Participation rate | 40.6% | 66.4%-25.8pp | 72.9%-32.3pp | 67.7%-27.0pp |
| Annual return | 14.77% | 18.31%-3.5pp | 3528.98%-3514.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $5,347 | $2,022+164.4% | $2,736+95.4% | $2,757+93.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $325 | $3,692-91.2% | $3,993-91.8% | $6,924-95.3% |