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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 | $103,670 | $48,327+114.5% | $67,575+53.4% | $80,935+28.1% |
| Participation rate | 34.2% | 66.4%-32.2pp | 72.9%-38.7pp | 67.7%-33.5pp |
| Annual return | 14.34% | 18.31%-4.0pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $339 | $2,927-88.4% | $4,003-91.5% | $4,299-92.1% |
| Admin fee / account holder | $7,775 | $3,692+110.6% | $3,993+94.7% | $6,924+12.3% |