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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 | $101,258 | $209,422-51.6% | $178,503-43.3% | $158,982-36.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.07% | 188.81%-169.7pp | 151.12%-132.0pp | 302.99%-283.9pp |
| Employer contribution / active EE | $760 | $5,707-86.7% | $5,011-84.8% | $4,763-84.1% |
| Participant deferral / active EE | $3,609 | $5,955-39.4% | $5,202-30.6% | $5,983-39.7% |
| Admin fee / account holder | $1,689 | $17,079-90.1% | $13,987-87.9% | $11,252-85.0% |