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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 | $106,952 | $171,492-37.6% | $150,734-29.0% | $198,609-46.1% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 20.11% | 804.70%-784.6pp | 600.81%-580.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,392 | $5,470-74.6% | $4,918-71.7% | $5,055-72.5% |
| Participant deferral / active EE | $17,447 | $6,259+178.8% | $5,610+211.0% | $6,977+150.1% |
| Admin fee / account holder | $1,000 | $17,628-94.3% | $14,905-93.3% | $19,030-94.7% |