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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 | $87,974 | $202,342-56.5% | $172,753-49.1% | $152,909-42.5% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 23.02% | 1029.88%-1006.9pp | 803.00%-780.0pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,210 | $5,857-79.3% | $5,144-76.5% | $4,764-74.6% |
| Participant deferral / active EE | $3,948 | $5,948-33.6% | $5,198-24.0% | $5,851-32.5% |
| Admin fee / account holder | $1,183 | $17,112-93.1% | $13,956-91.5% | $11,601-89.8% |