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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 | $95,588 | $217,427-56.0% | $185,837-48.6% | $167,518-42.9% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 24.66% | 148.39%-123.7pp | 122.08%-97.4pp | 478.71%-454.1pp |
| Employer contribution / active EE | $1,039 | $5,874-82.3% | $5,168-79.9% | $4,838-78.5% |
| Participant deferral / active EE | $4,958 | $6,357-22.0% | $5,568-11.0% | $6,342-21.8% |
| Admin fee / account holder | $1,241 | $19,816-93.7% | $16,241-92.4% | $12,312-89.9% |