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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 | $103,297 | $184,000-43.9% | $162,185-36.3% | $152,909-32.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 30.42% | 150.80%-120.4pp | 115.61%-85.2pp | 345.46%-315.0pp |
| Employer contribution / active EE | $618 | $6,370-90.3% | $5,613-89.0% | $4,764-87.0% |
| Participant deferral / active EE | $6,125 | $8,033-23.7% | $7,297-16.1% | $5,851+4.7% |
| Admin fee / account holder | $1,365 | $13,124-89.6% | $10,844-87.4% | $11,601-88.2% |