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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 | $128,990 | $209,425-38.4% | $178,499-27.7% | $158,966-18.9% |
| Participation rate | 52.9% | 86.4%-33.4pp | 81.9%-29.0pp | 82.0%-29.0pp |
| Annual return | 16.52% | 188.80%-172.3pp | 151.10%-134.6pp | 302.95%-286.4pp |
| Employer contribution / active EE | $271 | $5,707-95.3% | $5,011-94.6% | $4,762-94.3% |
| Participant deferral / active EE | $3,008 | $5,955-49.5% | $5,202-42.2% | $5,983-49.7% |
| Admin fee / account holder | $2,854 | $17,078-83.3% | $13,986-79.6% | $11,250-74.6% |