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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 | $86,606 | $175,231-50.6% | $149,696-42.1% | $139,466-37.9% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 21.12% | 166.77%-145.7pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $337 | $5,478-93.8% | $4,821-93.0% | $4,754-92.9% |
| Participant deferral / active EE | $7,991 | $6,521+22.5% | $5,682+40.6% | $6,712+19.1% |
| Admin fee / account holder | $12,127 | $16,155-24.9% | $13,212-8.2% | $11,409+6.3% |