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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 | $116,968 | $196,972-40.6% | $182,262-35.8% | $198,609-41.1% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 16.97% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,224 | $5,364-77.2% | $5,046-75.7% | $5,055-75.8% |
| Participant deferral / active EE | $10,778 | $8,643+24.7% | $8,276+30.2% | $6,977+54.5% |
| Admin fee / account holder | $14,649 | $18,429-20.5% | $16,712-12.3% | $19,030-23.0% |