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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 | $109,179 | $72,071+51.5% | $68,368+59.7% | $137,256-20.5% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.0%-18.1pp |
| Annual return | 13.47% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $344 | $2,788-87.7% | $2,649-87.0% | $4,156-91.7% |
| Participant deferral / active EE | $2,450 | $4,410-44.4% | $4,123-40.6% | $6,407-61.8% |
| Admin fee / account holder | $4,243 | $5,336-20.5% | $5,150-17.6% | $12,270-65.4% |