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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 | $81,236 | $112,131-27.6% | $95,964-15.3% | $158,982-48.9% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 13.42% | 171.19%-157.8pp | 91.64%-78.2pp | 302.99%-289.6pp |
| Employer contribution / active EE | $578 | $3,199-81.9% | $2,541-77.3% | $4,763-87.9% |
| Participant deferral / active EE | $2,224 | $4,784-53.5% | $4,167-46.6% | $5,983-62.8% |
| Admin fee / account holder | $7,225 | $10,136-28.7% | $6,797+6.3% | $11,252-35.8% |