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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 | $127,462 | $209,425-39.1% | $178,499-28.6% | $158,966-19.8% |
| Participation rate | 53.3% | 86.4%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 7.32% | 188.80%-181.5pp | 151.10%-143.8pp | 302.95%-295.6pp |
| Employer contribution / active EE | $1,130 | $5,707-80.2% | $5,011-77.5% | $4,762-76.3% |
| Participant deferral / active EE | $2,145 | $5,955-64.0% | $5,202-58.8% | $5,983-64.2% |
| Admin fee / account holder | $7,656 | $17,078-55.2% | $13,986-45.3% | $11,250-31.9% |