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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 | $128,180 | $217,432-41.0% | $185,851-31.0% | $167,553-23.5% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 20.39% | 148.43%-128.0pp | 122.11%-101.7pp | 478.89%-458.5pp |
| Employer contribution / active EE | $860 | $5,874-85.4% | $5,168-83.4% | $4,840-82.2% |
| Participant deferral / active EE | $3,584 | $6,357-43.6% | $5,569-35.6% | $6,343-43.5% |
| Admin fee / account holder | $1,078 | $19,820-94.6% | $16,245-93.4% | $12,316-91.2% |