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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 | $125,284 | $160,028-21.7% | $147,080-14.8% | $145,884-14.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 14.71% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.1pp |
| Employer contribution / active EE | $694 | $5,286-86.9% | $4,933-85.9% | $4,662-85.1% |
| Participant deferral / active EE | $2,859 | $8,422-66.1% | $8,066-64.6% | $6,690-57.3% |
| Admin fee / account holder | $1,783 | $15,030-88.1% | $12,989-86.3% | $13,392-86.7% |