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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 | $155,555 | $196,972-21.0% | $182,262-14.7% | $198,609-21.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.43% | 158.27%-140.8pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,000 | $5,364-81.4% | $5,046-80.2% | $5,055-80.2% |
| Participant deferral / active EE | $6,637 | $8,643-23.2% | $8,276-19.8% | $6,977-4.9% |
| Admin fee / account holder | $5,197 | $18,429-71.8% | $16,712-68.9% | $19,030-72.7% |