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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 | $153,914 | $217,432-29.2% | $185,849-17.2% | $167,536-8.1% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 16.49% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,171 | $5,875-80.1% | $5,169-77.4% | $4,839-75.8% |
| Participant deferral / active EE | $5,133 | $6,357-19.3% | $5,569-7.8% | $6,342-19.1% |
| Admin fee / account holder | $17,791 | $19,818-10.2% | $16,244+9.5% | $12,315+44.5% |