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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 | $102,050 | $209,422-51.3% | $178,503-42.8% | $158,982-35.8% |
| Participation rate | 42.1% | 86.4%-44.2pp | 81.9%-39.8pp | 82.0%-39.9pp |
| Annual return | 15.60% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,146 | $5,707-79.9% | $5,011-77.1% | $4,763-75.9% |
| Participant deferral / active EE | $2,986 | $5,955-49.9% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $7,919 | $17,079-53.6% | $13,987-43.4% | $11,252-29.6% |