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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 | $146,593 | $209,888-30.2% | $189,545-22.7% | $167,553-12.5% |
| Participation rate | 58.3% | 88.7%-30.3pp | 87.8%-29.5pp | 82.1%-23.8pp |
| Annual return | 15.66% | 748.66%-733.0pp | 555.36%-539.7pp | 478.89%-463.2pp |
| Employer contribution / active EE | $1,187 | $6,915-82.8% | $6,162-80.7% | $4,840-75.5% |
| Participant deferral / active EE | $7,429 | $8,934-16.8% | $8,220-9.6% | $6,343+17.1% |
| Admin fee / account holder | $6,962 | $14,300-51.3% | $12,049-42.2% | $12,316-43.5% |