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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 | $190,252 | $144,130+32.0% | $117,861+61.4% | $147,586+28.9% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 14.23% | 531.20%-517.0pp | 335.11%-320.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,161 | $4,897-76.3% | $3,786-69.3% | $4,876-76.2% |
| Participant deferral / active EE | $1,361 | $5,316-74.4% | $4,482-69.6% | $5,439-75.0% |
| Admin fee / account holder | $5,455 | $10,887-49.9% | $8,021-32.0% | $10,886-49.9% |