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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 | $52,516 | $175,257-70.0% | $149,717-64.9% | $139,456-62.3% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 23.24% | 166.70%-143.5pp | 134.41%-111.2pp | 373.45%-350.2pp |
| Employer contribution / active EE | $904 | $5,477-83.5% | $4,820-81.2% | $4,753-81.0% |
| Participant deferral / active EE | $6,283 | $6,521-3.7% | $5,682+10.6% | $6,711-6.4% |
| Admin fee / account holder | $6,524 | $16,156-59.6% | $13,213-50.6% | $11,407-42.8% |