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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 | $137,206 | $209,422-34.5% | $178,503-23.1% | $158,982-13.7% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 14.25% | 188.81%-174.6pp | 151.12%-136.9pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,059 | $5,707-81.4% | $5,011-78.9% | $4,763-77.8% |
| Participant deferral / active EE | $3,620 | $5,955-39.2% | $5,202-30.4% | $5,983-39.5% |
| Admin fee / account holder | $306 | $17,079-98.2% | $13,987-97.8% | $11,252-97.3% |