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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 | $79,663 | $70,486+13.0% | $100,535-20.8% | $79,856-0.2% |
| Participation rate | 43.9% | 73.6%-29.8pp | 79.4%-35.5pp | 69.6%-25.8pp |
| Annual return | 91.11% | 21.90%+69.2pp | 30.90%+60.2pp | 31.71%+59.4pp |
| Employer contribution / active EE | $333 | $2,165-84.6% | $3,419-90.3% | $2,471-86.5% |
| Participant deferral / active EE | $1,886 | $5,182-63.6% | $6,271-69.9% | $3,741-49.6% |
| Admin fee / account holder | $11,646 | $4,480+160.0% | $8,085+44.1% | $5,306+119.5% |