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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 | $86,947 | $209,428-58.5% | $178,498-51.3% | $158,950-45.3% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 25.58% | 188.78%-163.2pp | 151.09%-125.5pp | 302.91%-277.3pp |
| Employer contribution / active EE | $989 | $5,707-82.7% | $5,011-80.3% | $4,762-79.2% |
| Participant deferral / active EE | $7,429 | $5,955+24.7% | $5,202+42.8% | $5,983+24.2% |
| Admin fee / account holder | $503 | $17,077-97.1% | $13,985-96.4% | $11,248-95.5% |