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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 | $85,947 | $175,231-51.0% | $149,696-42.6% | $139,466-38.4% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.2pp |
| Annual return | 16.94% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $843 | $5,478-84.6% | $4,821-82.5% | $4,754-82.3% |
| Participant deferral / active EE | $4,913 | $6,521-24.7% | $5,682-13.5% | $6,712-26.8% |
| Admin fee / account holder | $810 | $16,155-95.0% | $13,212-93.9% | $11,409-92.9% |