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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 | $103,157 | $209,425-50.7% | $178,499-42.2% | $158,966-35.1% |
| Participation rate | 36.4% | 86.4%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 9.05% | 188.80%-179.7pp | 151.10%-142.1pp | 302.95%-293.9pp |
| Employer contribution / active EE | $948 | $5,707-83.4% | $5,011-81.1% | $4,762-80.1% |
| Participant deferral / active EE | $4,069 | $5,955-31.7% | $5,202-21.8% | $5,983-32.0% |
| Admin fee / account holder | $2,521 | $17,078-85.2% | $13,986-82.0% | $11,250-77.6% |