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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 | $128,373 | $175,231-26.7% | $149,696-14.2% | $139,466-8.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.41% | 166.77%-154.4pp | 134.46%-122.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $999 | $5,478-81.8% | $4,821-79.3% | $4,754-79.0% |
| Participant deferral / active EE | $1,901 | $6,521-70.9% | $5,682-66.5% | $6,712-71.7% |
| Admin fee / account holder | $1,688 | $16,155-89.6% | $13,212-87.2% | $11,409-85.2% |