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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 | $80,545 | $209,428-61.5% | $178,498-54.9% | $158,950-49.3% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 15.11% | 188.78%-173.7pp | 151.09%-136.0pp | 302.91%-287.8pp |
| Employer contribution / active EE | $469 | $5,707-91.8% | $5,011-90.6% | $4,762-90.1% |
| Participant deferral / active EE | $3,107 | $5,955-47.8% | $5,202-40.3% | $5,983-48.1% |
| Admin fee / account holder | $3,698 | $17,077-78.3% | $13,985-73.6% | $11,248-67.1% |