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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 | $68,259 | $217,432-68.6% | $185,849-63.3% | $167,536-59.3% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 10.58% | 148.42%-137.8pp | 122.10%-111.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,115 | $5,875-81.0% | $5,169-78.4% | $4,839-77.0% |
| Participant deferral / active EE | $6,093 | $6,357-4.2% | $5,569+9.4% | $6,342-3.9% |
| Admin fee / account holder | $29,500 | $19,818+48.9% | $16,244+81.6% | $12,315+139.6% |