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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 | $115,624 | $166,242-30.4% | $165,071-30.0% | $145,884-20.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.29% | 100.44%-87.2pp | 70.17%-56.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $613 | $5,283-88.4% | $4,347-85.9% | $4,662-86.9% |
| Participant deferral / active EE | $4,936 | $6,964-29.1% | $6,035-18.2% | $6,690-26.2% |
| Admin fee / account holder | $9,066 | $16,658-45.6% | $12,695-28.6% | $13,392-32.3% |