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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 | $144,657 | $209,425-30.9% | $178,499-19.0% | $158,966-9.0% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 15.47% | 188.80%-173.3pp | 151.10%-135.6pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,054 | $5,707-81.5% | $5,011-79.0% | $4,762-77.9% |
| Participant deferral / active EE | $2,154 | $5,955-63.8% | $5,202-58.6% | $5,983-64.0% |
| Admin fee / account holder | $5,894 | $17,078-65.5% | $13,986-57.9% | $11,250-47.6% |