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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 | $107,290 | $171,492-37.4% | $150,734-28.8% | $198,609-46.0% |
| Participation rate | 52.9% | 81.4%-28.5pp | 78.4%-25.5pp | 82.4%-29.4pp |
| Annual return | 10.83% | 804.70%-793.9pp | 600.81%-590.0pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,268 | $5,470-76.8% | $4,918-74.2% | $5,055-74.9% |
| Participant deferral / active EE | $2,945 | $6,259-53.0% | $5,610-47.5% | $6,977-57.8% |
| Admin fee / account holder | $726 | $17,628-95.9% | $14,905-95.1% | $19,030-96.2% |