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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 | $128,385 | $217,432-41.0% | $185,849-30.9% | $167,536-23.4% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 15.08% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,200 | $5,875-79.6% | $5,169-76.8% | $4,839-75.2% |
| Participant deferral / active EE | $6,405 | $6,357+0.8% | $5,569+15.0% | $6,342+1.0% |
| Admin fee / account holder | $1,290 | $19,818-93.5% | $16,244-92.1% | $12,315-89.5% |