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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 | $107,341+32.0% | $92,897+52.5% | $152,870-7.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 12.39% | 145.59%-133.2pp | 109.42%-97.0pp | 345.34%-333.0pp |
| Employer contribution / active EE | $10,417 | $4,221+146.8% | $3,653+185.2% | $4,763+118.7% |
| Participant deferral / active EE | $948 | $4,847-80.4% | $4,238-77.6% | $5,850-83.8% |
| Admin fee / account holder | $1,903 | $7,080-73.1% | $5,794-67.2% | $11,597-83.6% |