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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 | $67,532 | $112,935-40.2% | $90,970-25.8% | $158,966-57.5% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 24.87% | 215.79%-190.9pp | 134.58%-109.7pp | 302.95%-278.1pp |
| Employer contribution / active EE | $173 | $2,895-94.0% | $2,122-91.9% | $4,762-96.4% |
| Participant deferral / active EE | $5,420 | $4,129+31.3% | $3,373+60.7% | $5,983-9.4% |
| Admin fee / account holder | $856 | $8,045-89.4% | $5,960-85.6% | $11,250-92.4% |