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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $135,622 | $217,432-37.6% | $185,849-27.0% | $167,536-19.0% |
| Participation rate | 61.9% | 86.1%-24.1pp | 81.7%-19.8pp | 82.1%-20.2pp |
| Annual return | 16.57% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,094 | $5,875-81.4% | $5,169-78.8% | $4,839-77.4% |
| Participant deferral / active EE | $5,711 | $6,357-10.2% | $5,569+2.6% | $6,342-9.9% |
| Admin fee / account holder | $961 | $19,818-95.2% | $16,244-94.1% | $12,315-92.2% |