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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 | $101,273 | $209,428-51.6% | $178,498-43.3% | $158,950-36.3% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 13.18% | 188.78%-175.6pp | 151.09%-137.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $854 | $5,707-85.0% | $5,011-83.0% | $4,762-82.1% |
| Participant deferral / active EE | $3,224 | $5,955-45.9% | $5,202-38.0% | $5,983-46.1% |
| Admin fee / account holder | $5,159 | $17,077-69.8% | $13,985-63.1% | $11,248-54.1% |