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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 | $139,664 | $183,988-24.1% | $162,177-13.9% | $152,897-8.7% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.6%-33.7pp | 82.5%-28.6pp |
| Annual return | 17.87% | 150.79%-132.9pp | 115.60%-97.7pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,116 | $6,370-82.5% | $5,613-80.1% | $4,764-76.6% |
| Participant deferral / active EE | $2,883 | $8,032-64.1% | $7,297-60.5% | $5,851-50.7% |
| Admin fee / account holder | $624 | $13,123-95.2% | $10,843-94.2% | $11,599-94.6% |