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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 | $122,249 | $202,342-39.6% | $172,753-29.2% | $152,909-20.1% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 22.00% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $142 | $5,857-97.6% | $5,144-97.2% | $4,764-97.0% |
| Participant deferral / active EE | $3,903 | $5,948-34.4% | $5,198-24.9% | $5,851-33.3% |
| Admin fee / account holder | $26,987 | $17,112+57.7% | $13,956+93.4% | $11,601+132.6% |