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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 | $109,759 | $175,231-37.4% | $149,696-26.7% | $139,466-21.3% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 26.54% | 166.77%-140.2pp | 134.46%-107.9pp | 373.66%-347.1pp |
| Employer contribution / active EE | $769 | $5,478-86.0% | $4,821-84.1% | $4,754-83.8% |
| Participant deferral / active EE | $7,277 | $6,521+11.6% | $5,682+28.1% | $6,712+8.4% |
| Admin fee / account holder | $9,294 | $16,155-42.5% | $13,212-29.7% | $11,409-18.5% |