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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 | $92,955 | $198,461-53.2% | $170,436-45.5% | $147,585-37.0% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 18.56% | 257.30%-238.7pp | 205.94%-187.4pp | 578.57%-560.0pp |
| Employer contribution / active EE | $1,231 | $6,184-80.1% | $5,433-77.3% | $4,876-74.8% |
| Participant deferral / active EE | $5,111 | $5,629-9.2% | $4,939+3.5% | $5,439-6.0% |
| Admin fee / account holder | $16,205 | $16,852-3.8% | $13,880+16.7% | $10,885+48.9% |