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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 | $75,179 | $198,462-62.1% | $170,439-55.9% | $147,585-49.1% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 16.74% | 257.30%-240.6pp | 205.94%-189.2pp | 578.58%-561.8pp |
| Employer contribution / active EE | $1,189 | $6,184-80.8% | $5,433-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $3,778 | $5,629-32.9% | $4,939-23.5% | $5,439-30.5% |
| Admin fee / account holder | $3,437 | $16,852-79.6% | $13,881-75.2% | $10,886-68.4% |