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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 | $113,524 | $124,346-8.7% | $111,308+2.0% | $167,536-32.2% |
| Participation rate | 45.5% | 79.6%-34.2pp | 77.3%-31.9pp | 82.1%-36.7pp |
| Annual return | 478.55% | 37.45%+441.1pp | 54.67%+423.9pp | 478.82%-0.3pp |
| Employer contribution / active EE | $894 | $3,437-74.0% | $2,732-67.3% | $4,839-81.5% |
| Participant deferral / active EE | $1,089 | $5,182-79.0% | $4,487-75.7% | $6,342-82.8% |
| Admin fee / account holder | $5,047 | $10,621-52.5% | $7,965-36.6% | $12,315-59.0% |