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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 | $130,597 | $45,109+189.5% | $85,187+53.3% | $77,736+68.0% |
| Participation rate | 3.2% | 48.7%-45.5pp | 67.5%-64.3pp | 70.6%-67.4pp |
| Annual return | 11.72% | 79.55%-67.8pp | 66.67%-54.9pp | 31.26%-19.5pp |
| Employer contribution / active EE | $243 | $1,602-84.8% | $2,732-91.1% | $2,728-91.1% |
| Participant deferral / active EE | $474 | $2,814-83.2% | $4,525-89.5% | $4,651-89.8% |
| Admin fee / account holder | $3,325 | $915+263.5% | $6,162-46.0% | $433+667.5% |