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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 | $125,517 | $49,164+155.3% | $121,169+3.6% | $75,181+67.0% |
| Participation rate | 17.2% | 55.4%-38.2pp | 69.5%-52.3pp | 67.2%-50.0pp |
| Annual return | 36.15% | 56.03%-19.9pp | 986.71%-950.6pp | 160.69%-124.5pp |
| Employer contribution / active EE | $324 | $1,546-79.0% | $4,168-92.2% | $2,671-87.9% |
| Participant deferral / active EE | $629 | $2,628-76.1% | $4,083-84.6% | $4,126-84.8% |
| Admin fee / account holder | $404 | $3,942-89.7% | $5,645-92.8% | $5,650-92.8% |