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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 | $70,056 | $209,428-66.5% | $178,498-60.8% | $158,950-55.9% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 17.77% | 188.78%-171.0pp | 151.09%-133.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,069 | $5,707-81.3% | $5,011-78.7% | $4,762-77.6% |
| Participant deferral / active EE | $4,077 | $5,955-31.5% | $5,202-21.6% | $5,983-31.8% |
| Admin fee / account holder | $391 | $17,077-97.7% | $13,985-97.2% | $11,248-96.5% |