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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 | $93,306 | $183,978-49.3% | $162,171-42.5% | $152,885-39.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 25.09% | 150.78%-125.7pp | 115.60%-90.5pp | 345.39%-320.3pp |
| Employer contribution / active EE | $845 | $6,370-86.7% | $5,613-85.0% | $4,763-82.3% |
| Participant deferral / active EE | $5,503 | $8,033-31.5% | $7,297-24.6% | $5,851-5.9% |
| Admin fee / account holder | $2,861 | $13,122-78.2% | $10,843-73.6% | $11,598-75.3% |