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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 | $107,110 | $88,203+21.4% | $165,100-35.1% | $74,478+43.8% |
| Participation rate | 29.6% | 73.1%-43.5pp | 78.6%-49.0pp | 67.2%-37.6pp |
| Annual return | 12.79% | 17.13%-4.3pp | 70.21%-57.4pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,137 | $2,601-56.3% | $4,348-73.9% | $2,626-56.7% |
| Participant deferral / active EE | $2,157 | $4,505-52.1% | $6,035-64.3% | $4,350-50.4% |
| Admin fee / account holder | $2,709 | $2,235+21.2% | $12,696-78.7% | $1,946+39.2% |