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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 | $96,657 | $175,231-44.8% | $149,696-35.4% | $139,466-30.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 26.07% | 166.77%-140.7pp | 134.46%-108.4pp | 373.66%-347.6pp |
| Employer contribution / active EE | $1,023 | $5,478-81.3% | $4,821-78.8% | $4,754-78.5% |
| Participant deferral / active EE | $5,611 | $6,521-14.0% | $5,682-1.3% | $6,712-16.4% |
| Admin fee / account holder | $891 | $16,155-94.5% | $13,212-93.3% | $11,409-92.2% |