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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 | $114,021 | $202,440-43.7% | $169,390-32.7% | $139,466-18.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 19.06% | 532.36%-513.3pp | 406.07%-387.0pp | 373.66%-354.6pp |
| Employer contribution / active EE | $25 | $4,693-99.5% | $4,013-99.4% | $4,754-99.5% |
| Participant deferral / active EE | $8,921 | $6,940+28.5% | $6,222+43.4% | $6,712+32.9% |
| Admin fee / account holder | $5,701 | $10,722-46.8% | $9,015-36.8% | $11,409-50.0% |