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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 | $106,226 | $209,425-49.3% | $178,499-40.5% | $158,966-33.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 17.69% | 188.80%-171.1pp | 151.10%-133.4pp | 302.95%-285.3pp |
| Employer contribution / active EE | $1,017 | $5,707-82.2% | $5,011-79.7% | $4,762-78.6% |
| Participant deferral / active EE | $6,160 | $5,955+3.4% | $5,202+18.4% | $5,983+3.0% |
| Admin fee / account holder | $28,514 | $17,078+67.0% | $13,986+103.9% | $11,250+153.5% |