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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 | $88,337 | $171,492-48.5% | $150,734-41.4% | $198,609-55.5% |
| Participation rate | 43.8% | 81.4%-37.7pp | 78.4%-34.7pp | 82.4%-38.6pp |
| Annual return | 13.93% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,180 | $5,470-78.4% | $4,918-76.0% | $5,055-76.7% |
| Participant deferral / active EE | $4,625 | $6,259-26.1% | $5,610-17.6% | $6,977-33.7% |
| Admin fee / account holder | $5,209 | $17,628-70.5% | $14,905-65.1% | $19,030-72.6% |