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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 | $129,700 | $183,988-29.5% | $162,177-20.0% | $152,897-15.2% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.6%-32.6pp | 82.5%-27.5pp |
| Annual return | 17.17% | 150.79%-133.6pp | 115.60%-98.4pp | 345.43%-328.3pp |
| Employer contribution / active EE | $1,084 | $6,370-83.0% | $5,613-80.7% | $4,764-77.2% |
| Participant deferral / active EE | $3,643 | $8,032-54.6% | $7,297-50.1% | $5,851-37.7% |
| Admin fee / account holder | $6,349 | $13,123-51.6% | $10,843-41.4% | $11,599-45.3% |