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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 | $86,728 | $198,457-56.3% | $170,435-49.1% | $147,586-41.2% |
| Participation rate | 65.0% | 88.0%-23.0pp | 83.6%-18.6pp | 82.8%-17.8pp |
| Annual return | 13.60% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,227 | $6,183-80.2% | $5,432-77.4% | $4,876-74.8% |
| Participant deferral / active EE | $3,863 | $5,629-31.4% | $4,939-21.8% | $5,439-29.0% |
| Admin fee / account holder | $6,338 | $16,852-62.4% | $13,881-54.3% | $10,886-41.8% |