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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 | $55,163 | $183,988-70.0% | $162,177-66.0% | $152,897-63.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 28.37% | 150.79%-122.4pp | 115.60%-87.2pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,068 | $6,370-83.2% | $5,613-81.0% | $4,764-77.6% |
| Participant deferral / active EE | $6,258 | $8,032-22.1% | $7,297-14.2% | $5,851+7.0% |
| Admin fee / account holder | $4,691 | $13,123-64.3% | $10,843-56.7% | $11,599-59.6% |