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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 | $66,883 | $175,212-61.8% | $149,682-55.3% | $139,427-52.0% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 13.64% | 166.63%-153.0pp | 134.35%-120.7pp | 373.27%-359.6pp |
| Employer contribution / active EE | $1,076 | $5,475-80.3% | $4,818-77.7% | $4,752-77.4% |
| Participant deferral / active EE | $4,181 | $6,520-35.9% | $5,681-26.4% | $6,711-37.7% |
| Admin fee / account holder | $6,070 | $16,150-62.4% | $13,210-54.0% | $11,404-46.8% |