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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 | $83,036 | $198,457-58.2% | $170,435-51.3% | $147,586-43.7% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 13.60% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $830 | $6,183-86.6% | $5,432-84.7% | $4,876-83.0% |
| Participant deferral / active EE | $2,325 | $5,629-58.7% | $4,939-52.9% | $5,439-57.3% |
| Admin fee / account holder | $765 | $16,852-95.5% | $13,881-94.5% | $10,886-93.0% |