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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 | $126,491 | $202,345-37.5% | $172,755-26.8% | $152,885-17.3% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.5%-55.2pp |
| Annual return | 23.45% | 1029.77%-1006.3pp | 802.94%-779.5pp | 345.39%-321.9pp |
| Employer contribution / active EE | $854 | $5,858-85.4% | $5,144-83.4% | $4,763-82.1% |
| Participant deferral / active EE | $2,895 | $5,948-51.3% | $5,198-44.3% | $5,851-50.5% |
| Admin fee / account holder | $21,550 | $17,111+25.9% | $13,955+54.4% | $11,598+85.8% |