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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 | $122,893 | $183,988-33.2% | $162,177-24.2% | $152,897-19.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 24.37% | 150.79%-126.4pp | 115.60%-91.2pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,183 | $6,370-81.4% | $5,613-78.9% | $4,764-75.2% |
| Participant deferral / active EE | $3,206 | $8,032-60.1% | $7,297-56.1% | $5,851-45.2% |
| Admin fee / account holder | $878 | $13,123-93.3% | $10,843-91.9% | $11,599-92.4% |