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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 | $81,024 | $198,457-59.2% | $170,435-52.5% | $147,586-45.1% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 13.81% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $566 | $6,183-90.9% | $5,432-89.6% | $4,876-88.4% |
| Participant deferral / active EE | $6,857 | $5,629+21.8% | $4,939+38.8% | $5,439+26.1% |
| Admin fee / account holder | $4,836 | $16,852-71.3% | $13,881-65.2% | $10,886-55.6% |