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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 | $119,769 | $202,345-40.8% | $172,755-30.7% | $152,885-21.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.84% | 1029.77%-1009.9pp | 802.94%-783.1pp | 345.39%-325.6pp |
| Employer contribution / active EE | $987 | $5,858-83.2% | $5,144-80.8% | $4,763-79.3% |
| Participant deferral / active EE | $2,780 | $5,948-53.3% | $5,198-46.5% | $5,851-52.5% |
| Admin fee / account holder | $6,566 | $17,111-61.6% | $13,955-52.9% | $11,598-43.4% |