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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 | $88,176 | $209,422-57.9% | $178,503-50.6% | $158,982-44.5% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 10.62% | 188.81%-178.2pp | 151.12%-140.5pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,031 | $5,707-81.9% | $5,011-79.4% | $4,763-78.4% |
| Participant deferral / active EE | $3,303 | $5,955-44.5% | $5,202-36.5% | $5,983-44.8% |
| Admin fee / account holder | $314 | $17,079-98.2% | $13,987-97.8% | $11,252-97.2% |