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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 | $106,746 | $59,456+79.5% | $93,669+14.0% | $74,429+43.4% |
| Participation rate | 33.1% | 59.6%-26.6pp | 68.7%-35.7pp | 67.2%-34.2pp |
| Annual return | 19.26% | 82.00%-62.7pp | 133.59%-114.3pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $576 | $1,266-54.5% | $2,424-76.2% | $2,625-78.1% |
| Participant deferral / active EE | $811 | $3,052-73.4% | $4,416-81.6% | $4,348-81.4% |
| Admin fee / account holder | $2,053 | $3,026-32.1% | $8,291-75.2% | $1,944+5.6% |