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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 | $85,594 | $175,257-51.2% | $149,717-42.8% | $139,456-38.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 25.31% | 166.70%-141.4pp | 134.41%-109.1pp | 373.45%-348.1pp |
| Employer contribution / active EE | $1,076 | $5,477-80.3% | $4,820-77.7% | $4,753-77.4% |
| Participant deferral / active EE | $3,116 | $6,521-52.2% | $5,682-45.2% | $6,711-53.6% |
| Admin fee / account holder | $3,042 | $16,156-81.2% | $13,213-77.0% | $11,407-73.3% |