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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 | $126,420 | $196,972-35.8% | $182,262-30.6% | $198,609-36.3% |
| Participation rate | 58.8% | 85.7%-26.9pp | 84.2%-25.4pp | 82.4%-23.6pp |
| Annual return | 14.38% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $681 | $5,364-87.3% | $5,046-86.5% | $5,055-86.5% |
| Participant deferral / active EE | $5,129 | $8,643-40.7% | $8,276-38.0% | $6,977-26.5% |
| Admin fee / account holder | $2,417 | $18,429-86.9% | $16,712-85.5% | $19,030-87.3% |