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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 | $130,527 | $209,405-37.7% | $178,486-26.9% | $158,931-17.9% |
| Participation rate | 47.4% | 86.4%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 13.25% | 188.77%-175.5pp | 151.08%-137.8pp | 302.86%-289.6pp |
| Employer contribution / active EE | $936 | $5,707-83.6% | $5,011-81.3% | $4,761-80.3% |
| Participant deferral / active EE | $3,767 | $5,954-36.7% | $5,202-27.6% | $5,982-37.0% |
| Admin fee / account holder | $817 | $17,076-95.2% | $13,985-94.2% | $11,247-92.7% |