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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 | $98,025 | $209,422-53.2% | $178,503-45.1% | $158,982-38.3% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 12.83% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,152 | $5,707-79.8% | $5,011-77.0% | $4,763-75.8% |
| Participant deferral / active EE | $4,406 | $5,955-26.0% | $5,202-15.3% | $5,983-26.4% |
| Admin fee / account holder | $4,307 | $17,079-74.8% | $13,987-69.2% | $11,252-61.7% |