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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 | $141,712 | $107,368+32.0% | $92,915+52.5% | $152,909-7.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 12.39% | 145.64%-133.3pp | 109.45%-97.1pp | 345.46%-333.1pp |
| Employer contribution / active EE | $10,417 | $4,222+146.7% | $3,653+185.1% | $4,764+118.7% |
| Participant deferral / active EE | $948 | $4,848-80.4% | $4,238-77.6% | $5,851-83.8% |
| Admin fee / account holder | $1,903 | $7,082-73.1% | $5,796-67.2% | $11,601-83.6% |