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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 | $103,371 | $217,432-52.5% | $185,849-44.4% | $167,536-38.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.91% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,018 | $5,875-82.7% | $5,169-80.3% | $4,839-79.0% |
| Participant deferral / active EE | $5,085 | $6,357-20.0% | $5,569-8.7% | $6,342-19.8% |
| Admin fee / account holder | $2,564 | $19,818-87.1% | $16,244-84.2% | $12,315-79.2% |