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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 | $81,613 | $202,342-59.7% | $172,752-52.8% | $152,897-46.6% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 12.78% | 1029.83%-1017.0pp | 802.97%-790.2pp | 345.43%-332.6pp |
| Employer contribution / active EE | $1,091 | $5,858-81.4% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $4,729 | $5,948-20.5% | $5,198-9.0% | $5,851-19.2% |
| Admin fee / account holder | $5,084 | $17,111-70.3% | $13,955-63.6% | $11,599-56.2% |