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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 | $105,557 | $209,422-49.6% | $178,503-40.9% | $158,982-33.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.54% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $764 | $5,707-86.6% | $5,011-84.8% | $4,763-84.0% |
| Participant deferral / active EE | $5,390 | $5,955-9.5% | $5,202+3.6% | $5,983-9.9% |
| Admin fee / account holder | $406 | $17,079-97.6% | $13,987-97.1% | $11,252-96.4% |