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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 | $126,434 | $209,425-39.6% | $178,499-29.2% | $158,966-20.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 6.66% | 188.80%-182.1pp | 151.10%-144.4pp | 302.95%-296.3pp |
| Employer contribution / active EE | $673 | $5,707-88.2% | $5,011-86.6% | $4,762-85.9% |
| Participant deferral / active EE | $2,775 | $5,955-53.4% | $5,202-46.7% | $5,983-53.6% |
| Admin fee / account holder | $3,449 | $17,078-79.8% | $13,986-75.3% | $11,250-69.3% |