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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 | $78,591 | $175,257-55.2% | $149,717-47.5% | $139,456-43.6% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 18.87% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.6pp |
| Employer contribution / active EE | $809 | $5,477-85.2% | $4,820-83.2% | $4,753-83.0% |
| Participant deferral / active EE | $1,928 | $6,521-70.4% | $5,682-66.1% | $6,711-71.3% |
| Admin fee / account holder | $5,767 | $16,156-64.3% | $13,213-56.4% | $11,407-49.4% |