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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 | $124,500 | $198,457-37.3% | $170,435-27.0% | $147,586-15.6% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 20.95% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.6pp |
| Employer contribution / active EE | $897 | $6,183-85.5% | $5,432-83.5% | $4,876-81.6% |
| Participant deferral / active EE | $8,789 | $5,629+56.1% | $4,939+77.9% | $5,439+61.6% |
| Admin fee / account holder | $11,273 | $16,852-33.1% | $13,881-18.8% | $10,886+3.6% |