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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 | $77,536 | $209,425-63.0% | $178,499-56.6% | $158,966-51.2% |
| Participation rate | 47.4% | 86.4%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 10.22% | 188.80%-178.6pp | 151.10%-140.9pp | 302.95%-292.7pp |
| Employer contribution / active EE | $810 | $5,707-85.8% | $5,011-83.8% | $4,762-83.0% |
| Participant deferral / active EE | $3,720 | $5,955-37.5% | $5,202-28.5% | $5,983-37.8% |
| Admin fee / account holder | $10,390 | $17,078-39.2% | $13,986-25.7% | $11,250-7.6% |